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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 | $22,100 | $73,978-70.1% | $96,515-77.1% | $75,173-70.6% |
| Participation rate | 64.7% | 66.4%-1.7pp | 74.3%-9.6pp | 67.2%-2.5pp |
| Annual return | 15.57% | 26.72%-11.1pp | 35.73%-20.2pp | 160.72%-145.1pp |
| Employer contribution / active EE | $3,594 | $2,931+22.6% | $3,740-3.9% | $2,671+34.6% |
| Participant deferral / active EE | $3,594 | $3,660-1.8% | $4,880-26.3% | $4,126-12.9% |
| Admin fee / account holder | $0 | $5,219-100.0% | $6,735-100.0% | $5,651-100.0% |