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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 | $53,506 | $84,518-36.7% | $67,704-21.0% | $125,388-57.3% |
| Participation rate | 57.1% | 74.8%-17.6pp | 67.5%-10.4pp | 83.2%-26.0pp |
| Annual return | 3.91% | 2.57%+1.3pp | 25.41%-21.5pp | 282.24%-278.3pp |
| Employer contribution / active EE | $6,707 | $3,292+103.7% | $2,559+162.1% | $4,866+37.8% |
| Participant deferral / active EE | $1,149 | $4,430-74.1% | $3,585-67.9% | $5,352-78.5% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |