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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 | $16,103 | $155,555-89.6% | $146,866-89.0% | $155,188-89.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 29.12% | 115.41%-86.3pp | 102.85%-73.7pp | 148.84%-119.7pp |
| Employer contribution / active EE | $2,015 | $4,647-56.6% | $4,425-54.5% | $4,248-52.6% |
| Participant deferral / active EE | $2,765 | $8,044-65.6% | $7,759-64.4% | $6,531-57.7% |
| Admin fee / account holder | $23 | $14,755-99.8% | $13,620-99.8% | $14,480-99.8% |