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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 | $19,709 | $101,618-80.6% | $93,063-78.8% | $137,256-85.6% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 22.11% | 223.95%-201.8pp | 34.15%-12.0pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,301 | $2,707-51.9% | $2,476-47.4% | $4,156-68.7% |
| Participant deferral / active EE | $2,070 | $4,279-51.6% | $3,958-47.7% | $6,407-67.7% |
| Admin fee / account holder | $253 | $6,198-95.9% | $6,033-95.8% | $12,270-97.9% |