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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 | $37,519 | $112,729-66.7% | $98,716-62.0% | $137,256-72.7% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.3%-29.3pp | 80.0%-40.0pp |
| Annual return | 24.06% | 38.48%-14.4pp | 31.81%-7.8pp | 220.34%-196.3pp |
| Employer contribution / active EE | $844 | $2,725-69.0% | $2,279-63.0% | $4,156-79.7% |
| Participant deferral / active EE | $4,170 | $4,640-10.1% | $4,048+3.0% | $6,407-34.9% |
| Admin fee / account holder | $263 | $10,129-97.4% | $8,703-97.0% | $12,270-97.9% |