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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 | $29,450 | $154,228-80.9% | $145,433-79.8% | $137,256-78.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 24.64% | 74.59%-50.0pp | 66.58%-41.9pp | 220.34%-195.7pp |
| Employer contribution / active EE | $4,303 | $4,804-10.4% | $4,554-5.5% | $4,156+3.5% |
| Participant deferral / active EE | $8,437 | $8,216+2.7% | $7,897+6.8% | $6,407+31.7% |
| Admin fee / account holder | $30 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |