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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 | $18,153 | $94,439-80.8% | $73,658-75.4% | $154,746-88.3% |
| Participation rate | 56.3% | 64.7%-8.4pp | 57.0%-0.8pp | 80.7%-24.5pp |
| Annual return | 21.06% | 28.25%-7.2pp | 29.72%-8.7pp | 172.34%-151.3pp |
| Employer contribution / active EE | $1,026 | $1,257-18.4% | $1,032-0.6% | $4,379-76.6% |
| Participant deferral / active EE | $1,308 | $2,527-48.3% | $2,062-36.6% | $6,730-80.6% |
| Admin fee / account holder | $276 | $3,843-92.8% | $3,357-91.8% | $14,365-98.1% |