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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 | $10,636 | $114,013-90.7% | $103,693-89.7% | $155,188-93.1% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-6.0pp | 80.8%-14.1pp |
| Annual return | 25.32% | 49.31%-24.0pp | 47.61%-22.3pp | 148.84%-123.5pp |
| Employer contribution / active EE | $1,713 | $3,131-45.3% | $2,920-41.3% | $4,248-59.7% |
| Participant deferral / active EE | $1,960 | $4,970-60.6% | $4,579-57.2% | $6,531-70.0% |
| Admin fee / account holder | $27 | $8,407-99.7% | $7,858-99.7% | $14,480-99.8% |