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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 | $46,542 | $99,994-53.5% | $146,647-68.3% | $85,851-45.8% |
| Participation rate | 66.7% | 73.1%-6.4pp | 80.1%-13.4pp | 69.3%-2.7pp |
| Annual return | 19.86% | 18.93%+0.9pp | 22.75%-2.9pp | 318.63%-298.8pp |
| Employer contribution / active EE | $1,042 | $2,559-59.3% | $4,137-74.8% | $2,565-59.4% |
| Participant deferral / active EE | $2,128 | $4,006-46.9% | $5,506-61.4% | $3,952-46.2% |
| Admin fee / account holder | $156 | $7,703-98.0% | $10,281-98.5% | $6,261-97.5% |