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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 | $52,240 | $154,228-66.1% | $145,433-64.1% | $137,256-61.9% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 25.55% | 74.59%-49.0pp | 66.58%-41.0pp | 220.34%-194.8pp |
| Employer contribution / active EE | $2,900 | $4,804-39.6% | $4,554-36.3% | $4,156-30.2% |
| Participant deferral / active EE | $6,788 | $8,216-17.4% | $7,897-14.1% | $6,407+5.9% |
| Admin fee / account holder | $50 | $14,344-99.7% | $13,129-99.6% | $12,270-99.6% |