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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,172 | $51,642-53.2% | $129,384-81.3% | $80,935-70.1% |
| Participation rate | 38.3% | 56.9%-18.6pp | 69.6%-31.3pp | 67.7%-29.4pp |
| Annual return | 14.61% | 20.78%-6.2pp | 9461.77%-9447.2pp | 35.66%-21.1pp |
| Employer contribution / active EE | $1,105 | $1,583-30.2% | $4,153-73.4% | $2,757-59.9% |
| Participant deferral / active EE | $1,470 | $2,670-44.9% | $4,166-64.7% | $4,299-65.8% |
| Admin fee / account holder | $199 | $4,312-95.4% | $7,686-97.4% | $6,924-97.1% |