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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 | $47,130 | $88,672-46.8% | $105,223-55.2% | $82,448-42.8% |
| Participation rate | 65.7% | 67.9%-2.2pp | 75.0%-9.3pp | 68.1%-2.4pp |
| Annual return | 27.38% | 30.86%-3.5pp | 180.65%-153.3pp | 41.64%-14.3pp |
| Employer contribution / active EE | $2,720 | $3,048-10.8% | $3,689-26.3% | $2,551+6.6% |
| Participant deferral / active EE | $2,882 | $4,036-28.6% | $5,072-43.2% | $4,139-30.4% |
| Admin fee / account holder | $8 | $7,146-99.9% | $8,859-99.9% | $7,234-99.9% |