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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 | $69,446 | $108,882-36.2% | $96,754-28.2% | $154,746-55.1% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 18.34% | 98.39%-80.0pp | 82.04%-63.7pp | 172.34%-154.0pp |
| Employer contribution / active EE | $2,108 | $3,018-30.2% | $2,679-21.3% | $4,379-51.9% |
| Participant deferral / active EE | $10,410 | $5,323+95.6% | $4,758+118.8% | $6,730+54.7% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |