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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 | $35,512 | $107,809-67.1% | $90,657-60.8% | $135,380-73.8% |
| Participation rate | 66.7% | 78.0%-11.4pp | 74.0%-7.4pp | 82.6%-16.0pp |
| Annual return | 15.54% | -0.90%+16.4pp | 1.89%+13.7pp | 519.81%-504.3pp |
| Employer contribution / active EE | $4,657 | $3,018+54.3% | $2,532+84.0% | $4,779-2.5% |
| Participant deferral / active EE | $7,070 | $3,872+82.6% | $3,424+106.5% | $5,609+26.0% |
| Admin fee / account holder | $254 | $5,931-95.7% | $4,994-94.9% | $10,828-97.7% |