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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 | $12,545 | $111,814-88.8% | $103,378-87.9% | $145,978-91.4% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 13.90% | 24.80%-10.9pp | 24.91%-11.0pp | 550.52%-536.6pp |
| Employer contribution / active EE | $1,504 | $4,215-64.3% | $3,870-61.1% | $4,662-67.7% |
| Participant deferral / active EE | $2,507 | $5,618-55.4% | $5,058-50.4% | $6,690-62.5% |
| Admin fee / account holder | $76 | $9,764-99.2% | $8,401-99.1% | $13,400-99.4% |