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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 | $10,847 | $97,125-88.8% | $86,233-87.4% | $137,256-92.1% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.0%-11.9pp | 80.0%-22.8pp |
| Annual return | 16.20% | 74.19%-58.0pp | 61.39%-45.2pp | 220.34%-204.1pp |
| Employer contribution / active EE | $766 | $2,841-73.0% | $2,504-69.4% | $4,156-81.6% |
| Participant deferral / active EE | $865 | $5,180-83.3% | $4,559-81.0% | $6,407-86.5% |
| Admin fee / account holder | $41 | $9,725-99.6% | $8,342-99.5% | $12,270-99.7% |