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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 | $13,155 | $110,093-88.1% | $97,295-86.5% | $145,897-91.0% |
| Participation rate | 68.8% | 75.9%-7.2pp | 72.7%-3.9pp | 80.3%-11.6pp |
| Annual return | 15.95% | 244.76%-228.8pp | 75.62%-59.7pp | 552.29%-536.3pp |
| Employer contribution / active EE | $815 | $3,077-73.5% | $2,723-70.1% | $4,663-82.5% |
| Participant deferral / active EE | $3,949 | $4,678-15.6% | $4,264-7.4% | $6,689-41.0% |
| Admin fee / account holder | $45 | $6,212-99.3% | $5,646-99.2% | $13,390-99.7% |