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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 | $20,929 | $183,592-88.6% | $155,574-86.5% | $145,877-85.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 18.91% | 61.37%-42.5pp | 64.87%-46.0pp | 551.28%-532.4pp |
| Employer contribution / active EE | $3,173 | $5,317-40.3% | $4,676-32.1% | $4,663-32.0% |
| Participant deferral / active EE | $4,951 | $6,466-23.4% | $5,629-12.1% | $6,691-26.0% |
| Admin fee / account holder | $88 | $19,316-99.5% | $15,914-99.4% | $13,402-99.3% |