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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 | $16,741 | $96,508-82.7% | $75,901-77.9% | $152,897-89.1% |
| Participation rate | 57.1% | 76.2%-19.1pp | 69.3%-12.1pp | 82.5%-25.3pp |
| Annual return | 33.33% | 33.99%-0.7pp | 30.76%+2.6pp | 345.43%-312.1pp |
| Employer contribution / active EE | $1,650 | $3,310-50.2% | $2,501-34.0% | $4,764-65.4% |
| Participant deferral / active EE | $3,160 | $4,554-30.6% | $3,603-12.3% | $5,851-46.0% |
| Admin fee / account holder | $119 | $8,081-98.5% | $5,420-97.8% | $11,599-99.0% |