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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 | $25,710 | $117,846-78.2% | $102,434-74.9% | $145,884-82.4% |
| Participation rate | 54.5% | 78.6%-24.1pp | 76.5%-22.0pp | 80.3%-25.8pp |
| Annual return | 21.13% | 31.90%-10.8pp | 29.46%-8.3pp | 551.85%-530.7pp |
| Employer contribution / active EE | $2,228 | $3,615-38.4% | $3,023-26.3% | $4,662-52.2% |
| Participant deferral / active EE | $6,013 | $5,733+4.9% | $5,055+19.0% | $6,690-10.1% |
| Admin fee / account holder | $165 | $13,356-98.8% | $9,462-98.3% | $13,392-98.8% |