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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 | $12,419 | $103,949-88.1% | $69,182-82.0% | $273,972-95.5% |
| Participation rate | 66.7% | 67.4%-0.7pp | 55.1%+11.6pp | 83.0%-16.3pp |
| Annual return | 6.10% | 35.28%-29.2pp | -21.93%+28.0pp | 41.46%-35.4pp |
| Employer contribution / active EE | $1,416 | $1,783-20.6% | $1,206+17.4% | $4,869-70.9% |
| Participant deferral / active EE | $1,770 | $2,716-34.8% | $1,897-6.7% | $5,287-66.5% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |