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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 | $21,846 | $118,467-81.6% | $98,450-77.8% | $139,456-84.3% |
| Participation rate | 62.5% | 77.5%-15.0pp | 75.2%-12.7pp | 80.3%-17.8pp |
| Annual return | 19.77% | 18.95%+0.8pp | 21.16%-1.4pp | 373.45%-353.7pp |
| Employer contribution / active EE | $1,928 | $3,611-46.6% | $3,049-36.7% | $4,753-59.4% |
| Participant deferral / active EE | $2,206 | $5,393-59.1% | $4,739-53.5% | $6,711-67.1% |
| Admin fee / account holder | $296 | $14,057-97.9% | $8,961-96.7% | $11,407-97.4% |