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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 | $61,083 | $174,018-64.9% | $136,833-55.4% | $198,609-69.2% |
| Participation rate | 60.0% | 65.1%-5.1pp | 59.0%+1.0pp | 82.4%-22.4pp |
| Annual return | 18.44% | 35.16%-16.7pp | 35.32%-16.9pp | 202.70%-184.3pp |
| Employer contribution / active EE | $1,131 | $1,571-28.0% | $1,319-14.2% | $5,055-77.6% |
| Participant deferral / active EE | $6,364 | $2,873+121.5% | $2,441+160.7% | $6,977-8.8% |
| Admin fee / account holder | $20 | $5,434-99.6% | $4,706-99.6% | $19,030-99.9% |