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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 | $100,307 | $124,980-19.7% | $108,359-7.4% | $154,746-35.2% |
| Participation rate | 66.7% | 75.2%-8.5pp | 70.1%-3.5pp | 80.7%-14.0pp |
| Annual return | 18.98% | 45.00%-26.0pp | 36.89%-17.9pp | 172.34%-153.4pp |
| Employer contribution / active EE | $1,117 | $2,851-60.8% | $2,399-53.4% | $4,379-74.5% |
| Participant deferral / active EE | $5,528 | $4,743+16.6% | $4,137+33.6% | $6,730-17.9% |
| Admin fee / account holder | $20 | $11,502-99.8% | $9,741-99.8% | $14,365-99.9% |