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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 | $52,000 | $124,980-58.4% | $108,359-52.0% | $154,746-66.4% |
| Participation rate | 63.6% | 75.2%-11.5pp | 70.1%-6.5pp | 80.7%-17.1pp |
| Annual return | 20.58% | 45.00%-24.4pp | 36.89%-16.3pp | 172.34%-151.8pp |
| Employer contribution / active EE | $1,733 | $2,851-39.2% | $2,399-27.8% | $4,379-60.4% |
| Participant deferral / active EE | $4,395 | $4,743-7.3% | $4,137+6.2% | $6,730-34.7% |
| Admin fee / account holder | $36 | $11,502-99.7% | $9,741-99.6% | $14,365-99.8% |