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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 | $17,766 | $174,379-89.8% | $152,093-88.3% | $138,895-87.2% |
| Participation rate | 69.2% | 81.6%-12.4pp | 77.8%-8.5pp | 79.9%-10.7pp |
| Annual return | 26.39% | 74.86%-48.5pp | 66.36%-40.0pp | 145.39%-119.0pp |
| Employer contribution / active EE | $1,572 | $4,652-66.2% | $4,175-62.3% | $4,194-62.5% |
| Participant deferral / active EE | $4,287 | $6,159-30.4% | $5,451-21.4% | $6,396-33.0% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |