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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 | $12,993 | $123,155-89.4% | $108,753-88.1% | $155,188-91.6% |
| Participation rate | 57.1% | 75.6%-18.5pp | 71.1%-13.9pp | 80.8%-23.7pp |
| Annual return | 25.42% | 44.73%-19.3pp | 37.47%-12.1pp | 148.84%-123.4pp |
| Employer contribution / active EE | $1,309 | $2,811-53.4% | $2,427-46.1% | $4,248-69.2% |
| Participant deferral / active EE | $2,497 | $4,623-46.0% | $4,115-39.3% | $6,531-61.8% |
| Admin fee / account holder | $11 | $12,126-99.9% | $10,320-99.9% | $14,480-99.9% |