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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 | $21,054 | $110,410-80.9% | $102,437-79.4% | $145,897-85.6% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 17.35% | 24.85%-7.5pp | 24.95%-7.6pp | 552.29%-534.9pp |
| Employer contribution / active EE | $2,059 | $4,217-51.2% | $3,871-46.8% | $4,663-55.8% |
| Participant deferral / active EE | $3,327 | $5,622-40.8% | $5,060-34.3% | $6,689-50.3% |
| Admin fee / account holder | $143 | $9,745-98.5% | $8,388-98.3% | $13,390-98.9% |