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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 | $13,729 | $107,733-87.3% | $92,985-85.2% | $154,746-91.1% |
| Participation rate | 38.5% | 74.6%-36.1pp | 69.5%-31.0pp | 80.7%-42.2pp |
| Annual return | 28.64% | 30.39%-1.8pp | 27.99%+0.6pp | 172.34%-143.7pp |
| Employer contribution / active EE | $1,457 | $3,126-53.4% | $2,662-45.3% | $4,379-66.7% |
| Participant deferral / active EE | $1,641 | $5,053-67.5% | $4,377-62.5% | $6,730-75.6% |
| Admin fee / account holder | $20 | $11,369-99.8% | $9,463-99.8% | $14,365-99.9% |