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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 | $19,939 | $182,442-89.1% | $163,379-87.8% | $138,895-85.6% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.8%-10.2pp | 79.9%-13.3pp |
| Annual return | 16.00% | 72.74%-56.7pp | 63.41%-47.4pp | 145.39%-129.4pp |
| Employer contribution / active EE | $2,164 | $4,159-48.0% | $3,752-42.3% | $4,194-48.4% |
| Participant deferral / active EE | $2,164 | $6,817-68.3% | $6,282-65.6% | $6,396-66.2% |
| Admin fee / account holder | $150 | $10,396-98.6% | $9,818-98.5% | $12,562-98.8% |