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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 | $29,496 | $162,821-81.9% | $133,978-78.0% | $158,982-81.4% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 35.16% | 41.95%-6.8pp | 45.10%-9.9pp | 302.99%-267.8pp |
| Employer contribution / active EE | $3,735 | $4,976-24.9% | $3,919-4.7% | $4,763-21.6% |
| Participant deferral / active EE | $6,532 | $5,910+10.5% | $5,047+29.4% | $5,983+9.2% |
| Admin fee / account holder | $10 | $11,742-99.9% | $8,930-99.9% | $11,252-99.9% |