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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 | $35,879 | $99,345-63.9% | $84,753-57.7% | $273,972-86.9% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 22.09% | 22.93%-0.8pp | 22.78%-0.7pp | 41.46%-19.4pp |
| Employer contribution / active EE | $1,058 | $4,214-74.9% | $3,574-70.4% | $4,869-78.3% |
| Participant deferral / active EE | $12,375 | $4,270+189.8% | $3,712+233.4% | $5,287+134.1% |
| Admin fee / account holder | $212 | $6,645-96.8% | $5,333-96.0% | $10,133-97.9% |