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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 | $27,057 | $96,508-72.0% | $75,901-64.4% | $152,897-82.3% |
| Participation rate | 60.0% | 76.2%-16.2pp | 69.3%-9.3pp | 82.5%-22.5pp |
| Annual return | 15.71% | 33.99%-18.3pp | 30.76%-15.1pp | 345.43%-329.7pp |
| Employer contribution / active EE | $1,911 | $3,310-42.3% | $2,501-23.6% | $4,764-59.9% |
| Participant deferral / active EE | $3,685 | $4,554-19.1% | $3,603+2.3% | $5,851-37.0% |
| Admin fee / account holder | $0 | $8,081-100.0% | $5,420-100.0% | $11,599-100.0% |