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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 | $32,871 | $106,267-69.1% | $96,520-65.9% | $139,456-76.4% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 27.00% | 38.45%-11.4pp | 35.72%-8.7pp | 373.45%-346.4pp |
| Employer contribution / active EE | $4,412 | $4,105+7.5% | $3,739+18.0% | $4,753-7.2% |
| Participant deferral / active EE | $6,529 | $5,454+19.7% | $4,879+33.8% | $6,711-2.7% |
| Admin fee / account holder | $112 | $7,882-98.6% | $6,733-98.3% | $11,407-99.0% |