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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 | $13,804 | $114,119-87.9% | $107,187-87.1% | $138,895-90.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 21.95% | 273.21%-251.3pp | 204.55%-182.6pp | 145.39%-123.4pp |
| Employer contribution / active EE | $1,773 | $4,059-56.3% | $3,782-53.1% | $4,194-57.7% |
| Participant deferral / active EE | $1,986 | $5,538-64.1% | $5,096-61.0% | $6,396-68.9% |
| Admin fee / account holder | $222 | $10,024-97.8% | $9,162-97.6% | $12,562-98.2% |