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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 | $27,155 | $133,998-79.7% | $112,263-75.8% | $134,545-79.8% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | 2.72% | 47.17%-44.5pp | 27.49%-24.8pp | 418.37%-415.7pp |
| Employer contribution / active EE | $2,315 | $4,040-42.7% | $3,636-36.3% | $4,742-51.2% |
| Participant deferral / active EE | $6,358 | $5,292+20.1% | $4,729+34.4% | $6,401-0.7% |
| Admin fee / account holder | $167 | $7,493-97.8% | $6,410-97.4% | $11,431-98.5% |