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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 | $34,119 | $126,113-72.9% | $116,096-70.6% | $155,188-78.0% |
| Participation rate | 68.8% | 75.1%-6.4pp | 73.3%-4.6pp | 80.8%-12.1pp |
| Annual return | 19.16% | 391.72%-372.6pp | 326.25%-307.1pp | 148.84%-129.7pp |
| Employer contribution / active EE | $936 | $2,672-65.0% | $2,503-62.6% | $4,248-78.0% |
| Participant deferral / active EE | $1,075 | $4,162-74.2% | $3,952-72.8% | $6,531-83.5% |
| Admin fee / account holder | $34 | $8,045-99.6% | $7,704-99.6% | $14,480-99.8% |