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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 | $115,225-88.7% | $100,712-87.1% | $138,895-90.6% |
| Participation rate | 57.1% | 74.3%-17.2pp | 69.3%-12.1pp | 79.9%-22.8pp |
| Annual return | 25.42% | 40.35%-14.9pp | 33.27%-7.9pp | 145.39%-120.0pp |
| Employer contribution / active EE | $1,309 | $2,771-52.8% | $2,313-43.4% | $4,194-68.8% |
| Participant deferral / active EE | $2,497 | $4,699-46.9% | $4,085-38.9% | $6,396-61.0% |
| Admin fee / account holder | $11 | $10,844-99.9% | $9,256-99.9% | $12,562-99.9% |