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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 | $19,046 | $106,267-82.1% | $96,520-80.3% | $139,456-86.3% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 30.04% | 38.45%-8.4pp | 35.72%-5.7pp | 373.45%-343.4pp |
| Employer contribution / active EE | $1,235 | $4,105-69.9% | $3,739-67.0% | $4,753-74.0% |
| Participant deferral / active EE | $3,180 | $5,454-41.7% | $4,879-34.8% | $6,711-52.6% |
| Admin fee / account holder | $148 | $7,882-98.1% | $6,733-97.8% | $11,407-98.7% |