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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 | $46,304 | $176,838-73.8% | $146,685-68.4% | $167,518-72.4% |
| Participation rate | 63.6% | 83.6%-20.0pp | 80.1%-16.4pp | 82.1%-18.5pp |
| Annual return | 11.86% | 24.04%-12.2pp | 22.75%-10.9pp | 478.71%-466.9pp |
| Employer contribution / active EE | $2,709 | $5,161-47.5% | $4,137-34.5% | $4,838-44.0% |
| Participant deferral / active EE | $7,425 | $6,441+15.3% | $5,507+34.8% | $6,342+17.1% |
| Admin fee / account holder | $113 | $13,262-99.2% | $10,281-98.9% | $12,312-99.1% |