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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 | $20,875 | $63,346-67.0% | $92,240-77.4% | $70,126-70.2% |
| Participation rate | 60.6% | 68.7%-8.1pp | 76.5%-15.9pp | 69.5%-8.9pp |
| Annual return | 19.40% | 530.19%-510.8pp | 176.29%-156.9pp | 73.15%-53.7pp |
| Employer contribution / active EE | $2,442 | $2,471-1.2% | $3,680-33.6% | $2,343+4.2% |
| Participant deferral / active EE | $3,562 | $2,854+24.8% | $3,897-8.6% | $3,332+6.9% |
| Admin fee / account holder | $266 | $3,841-93.1% | $5,194-94.9% | $4,645-94.3% |