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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 | $38,603 | $162,812-76.3% | $133,971-71.2% | $158,966-75.7% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 5.82% | 41.94%-36.1pp | 45.09%-39.3pp | 302.95%-297.1pp |
| Employer contribution / active EE | $2,336 | $4,976-53.1% | $3,919-40.4% | $4,762-50.9% |
| Participant deferral / active EE | $6,567 | $5,910+11.1% | $5,047+30.1% | $5,983+9.8% |
| Admin fee / account holder | $2 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |