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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 | $36,260 | $154,228-76.5% | $145,433-75.1% | $137,256-73.6% |
| Participation rate | 43.8% | 83.8%-40.0pp | 82.1%-38.4pp | 80.0%-36.2pp |
| Annual return | 20.84% | 74.59%-53.7pp | 66.58%-45.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $1,332 | $4,804-72.3% | $4,554-70.8% | $4,156-68.0% |
| Participant deferral / active EE | $3,193 | $8,216-61.1% | $7,897-59.6% | $6,407-50.2% |
| Admin fee / account holder | $146 | $14,344-99.0% | $13,129-98.9% | $12,270-98.8% |