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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 | $91,638 | $110,337-16.9% | $102,383-10.5% | $145,877-37.2% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 13.97% | 24.83%-10.9pp | 24.94%-11.0pp | 551.28%-537.3pp |
| Employer contribution / active EE | $1,242 | $4,216-70.5% | $3,870-67.9% | $4,663-73.4% |
| Participant deferral / active EE | $1,675 | $5,621-70.2% | $5,060-66.9% | $6,691-75.0% |
| Admin fee / account holder | $108 | $9,750-98.9% | $8,391-98.7% | $13,402-99.2% |