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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 | $18,360 | $112,729-83.7% | $98,716-81.4% | $137,256-86.6% |
| Participation rate | 69.6% | 74.2%-4.7pp | 69.3%+0.3pp | 80.0%-10.4pp |
| Annual return | 17.14% | 38.48%-21.3pp | 31.81%-14.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $874 | $2,725-67.9% | $2,279-61.6% | $4,156-79.0% |
| Participant deferral / active EE | $1,760 | $4,640-62.1% | $4,048-56.5% | $6,407-72.5% |
| Admin fee / account holder | $101 | $10,129-99.0% | $8,703-98.8% | $12,270-99.2% |