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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 | $110,379-88.6% | $102,412-87.8% | $145,884-91.4% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 13.90% | 24.84%-10.9pp | 24.94%-11.0pp | 551.85%-537.9pp |
| Employer contribution / active EE | $1,504 | $4,216-64.3% | $3,870-61.1% | $4,662-67.7% |
| Participant deferral / active EE | $2,507 | $5,622-55.4% | $5,060-50.5% | $6,690-62.5% |
| Admin fee / account holder | $76 | $9,745-99.2% | $8,388-99.1% | $13,392-99.4% |