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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 | $20,178 | $104,650-80.7% | $83,854-75.9% | $155,188-87.0% |
| Participation rate | 63.6% | 65.1%-1.4pp | 59.1%+4.5pp | 80.8%-17.2pp |
| Annual return | 17.33% | 28.97%-11.6pp | 31.39%-14.1pp | 148.84%-131.5pp |
| Employer contribution / active EE | $843 | $1,196-29.5% | $1,017-17.1% | $4,248-80.2% |
| Participant deferral / active EE | $6,016 | $2,367+154.1% | $2,035+195.6% | $6,531-7.9% |
| Admin fee / account holder | $84 | $3,518-97.6% | $3,197-97.4% | $14,480-99.4% |