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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 | $54,876 | $99,875-45.1% | $146,866-62.6% | $86,983-36.9% |
| Participation rate | 69.6% | 75.8%-6.2pp | 82.5%-12.9pp | 69.5%0pp |
| Annual return | 40.93% | 28.10%+12.8pp | 102.85%-61.9pp | 25.83%+15.1pp |
| Employer contribution / active EE | $1,957 | $3,224-39.3% | $4,425-55.8% | $2,584-24.3% |
| Participant deferral / active EE | $5,561 | $6,322-12.0% | $7,759-28.3% | $4,194+32.6% |
| Admin fee / account holder | $62 | $7,838-99.2% | $13,620-99.5% | $7,856-99.2% |