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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 | $65,402 | $115,225-43.2% | $100,712-35.1% | $138,895-52.9% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 21.62% | 40.35%-18.7pp | 33.27%-11.7pp | 145.39%-123.8pp |
| Employer contribution / active EE | $612 | $2,771-77.9% | $2,313-73.5% | $4,194-85.4% |
| Participant deferral / active EE | $7,833 | $4,699+66.7% | $4,085+91.8% | $6,396+22.5% |
| Admin fee / account holder | $20 | $10,844-99.8% | $9,256-99.8% | $12,562-99.8% |