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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 | $23,315 | $174,379-86.6% | $152,093-84.7% | $138,895-83.2% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 18.52% | 74.86%-56.3pp | 66.36%-47.8pp | 145.39%-126.9pp |
| Employer contribution / active EE | $1,893 | $4,652-59.3% | $4,175-54.6% | $4,194-54.9% |
| Participant deferral / active EE | $2,347 | $6,159-61.9% | $5,451-56.9% | $6,396-63.3% |
| Admin fee / account holder | $143 | $16,880-99.2% | $14,497-99.0% | $12,562-98.9% |