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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 | $30,101 | $106,247-71.7% | $96,515-68.8% | $139,466-78.4% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 22.95% | 38.47%-15.5pp | 35.73%-12.8pp | 373.66%-350.7pp |
| Employer contribution / active EE | $1,842 | $4,106-55.1% | $3,740-50.7% | $4,754-61.2% |
| Participant deferral / active EE | $4,544 | $5,456-16.7% | $4,880-6.9% | $6,712-32.3% |
| Admin fee / account holder | $82 | $7,885-99.0% | $6,735-98.8% | $11,409-99.3% |