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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 | $62,372 | $115,814-46.1% | $101,275-38.4% | $158,982-60.8% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 9.19% | 56.16%-47.0pp | 46.48%-37.3pp | 302.99%-293.8pp |
| Employer contribution / active EE | $14,385 | $4,176+244.5% | $3,660+293.0% | $4,763+202.0% |
| Participant deferral / active EE | $8,484 | $4,958+71.1% | $4,371+94.1% | $5,983+41.8% |
| Admin fee / account holder | $106 | $7,249-98.5% | $5,948-98.2% | $11,252-99.1% |