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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 | $67,988 | $172,111-60.5% | $150,298-54.8% | $137,256-50.5% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 21.93% | 69.37%-47.4pp | 62.79%-40.9pp | 220.34%-198.4pp |
| Employer contribution / active EE | $2,401 | $4,636-48.2% | $4,154-42.2% | $4,156-42.2% |
| Participant deferral / active EE | $7,285 | $6,166+18.1% | $5,453+33.6% | $6,407+13.7% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |