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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 | $31,746 | $118,496-73.2% | $98,461-67.8% | $139,466-77.2% |
| Participation rate | 60.0% | 77.5%-17.5pp | 75.2%-15.2pp | 80.3%-20.3pp |
| Annual return | 25.23% | 18.96%+6.3pp | 21.17%+4.1pp | 373.66%-348.4pp |
| Employer contribution / active EE | $1,727 | $3,611-52.2% | $3,049-43.4% | $4,754-63.7% |
| Participant deferral / active EE | $5,646 | $5,393+4.7% | $4,738+19.1% | $6,712-15.9% |
| Admin fee / account holder | $0 | $14,056-100.0% | $8,961-100.0% | $11,409-100.0% |