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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 | $53,363 | $100,970-47.1% | $96,576-44.7% | $137,256-61.1% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 16.17% | 38.16%-22.0pp | 38.47%-22.3pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,349 | $3,809-64.6% | $3,553-62.0% | $4,156-67.5% |
| Participant deferral / active EE | $9,909 | $8,286+19.6% | $7,956+24.5% | $6,407+54.7% |
| Admin fee / account holder | $134 | $11,312-98.8% | $11,381-98.8% | $12,270-98.9% |