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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 | $34,417 | $154,228-77.7% | $145,433-76.3% | $137,256-74.9% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 17.65% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,471 | $4,804-69.4% | $4,554-67.7% | $4,156-64.6% |
| Participant deferral / active EE | $2,630 | $8,216-68.0% | $7,897-66.7% | $6,407-59.0% |
| Admin fee / account holder | $214 | $14,344-98.5% | $13,129-98.4% | $12,270-98.3% |