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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 | $13,475 | $106,267-87.3% | $96,520-86.0% | $139,456-90.3% |
| Participation rate | 63.6% | 77.8%-14.2pp | 74.3%-10.7pp | 80.3%-16.7pp |
| Annual return | 20.59% | 38.45%-17.9pp | 35.72%-15.1pp | 373.45%-352.9pp |
| Employer contribution / active EE | $1,241 | $4,105-69.8% | $3,739-66.8% | $4,753-73.9% |
| Participant deferral / active EE | $1,824 | $5,454-66.6% | $4,879-62.6% | $6,711-72.8% |
| Admin fee / account holder | $197 | $7,882-97.5% | $6,733-97.1% | $11,407-98.3% |