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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 | $55,091 | $110,379-50.1% | $102,412-46.2% | $145,884-62.2% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 29.22% | 24.84%+4.4pp | 24.94%+4.3pp | 551.85%-522.6pp |
| Employer contribution / active EE | $2,373 | $4,216-43.7% | $3,870-38.7% | $4,662-49.1% |
| Participant deferral / active EE | $7,361 | $5,622+30.9% | $5,060+45.5% | $6,690+10.0% |
| Admin fee / account holder | $245 | $9,745-97.5% | $8,388-97.1% | $13,392-98.2% |