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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 | $9,444 | $110,039-91.4% | $97,260-90.3% | $145,884-93.5% |
| Participation rate | 60.0% | 75.9%-15.9pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 14.03% | 244.44%-230.4pp | 75.54%-61.5pp | 551.85%-537.8pp |
| Employer contribution / active EE | $654 | $3,074-78.7% | $2,721-76.0% | $4,662-86.0% |
| Participant deferral / active EE | $2,727 | $4,674-41.6% | $4,262-36.0% | $6,690-59.2% |
| Admin fee / account holder | $128 | $6,204-97.9% | $5,640-97.7% | $13,392-99.0% |