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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 | $16,160 | $154,228-89.5% | $145,433-88.9% | $137,256-88.2% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 24.66% | 74.59%-49.9pp | 66.58%-41.9pp | 220.34%-195.7pp |
| Employer contribution / active EE | $1,456 | $4,804-69.7% | $4,554-68.0% | $4,156-65.0% |
| Participant deferral / active EE | $2,762 | $8,216-66.4% | $7,897-65.0% | $6,407-56.9% |
| Admin fee / account holder | $45 | $14,344-99.7% | $13,129-99.7% | $12,270-99.6% |