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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 | $35,420 | $111,535-68.2% | $105,223-66.3% | $137,256-74.2% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 80.0%-40.0pp |
| Annual return | 20.31% | 237.85%-217.5pp | 180.65%-160.3pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,811 | $3,939-54.0% | $3,689-50.9% | $4,156-56.4% |
| Participant deferral / active EE | $5,234 | $5,500-4.8% | $5,072+3.2% | $6,407-18.3% |
| Admin fee / account holder | $254 | $9,721-97.4% | $8,859-97.1% | $12,270-97.9% |