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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 | $21,908 | $124,425-82.4% | $112,040-80.4% | $137,256-84.0% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 21.17% | 24.72%-3.5pp | 24.52%-3.3pp | 220.34%-199.2pp |
| Employer contribution / active EE | $2,175 | $3,411-36.3% | $2,954-26.4% | $4,156-47.7% |
| Participant deferral / active EE | $2,175 | $5,718-62.0% | $5,098-57.3% | $6,407-66.1% |
| Admin fee / account holder | $36 | $15,207-99.8% | $12,098-99.7% | $12,270-99.7% |