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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 | $26,105 | $101,618-74.3% | $93,063-71.9% | $137,256-81.0% |
| Participation rate | 50.0% | 74.9%-24.9pp | 72.1%-22.1pp | 80.0%-30.0pp |
| Annual return | 18.95% | 223.95%-205.0pp | 34.15%-15.2pp | 220.34%-201.4pp |
| Employer contribution / active EE | $684 | $2,707-74.7% | $2,476-72.4% | $4,156-83.5% |
| Participant deferral / active EE | $1,701 | $4,279-60.3% | $3,958-57.0% | $6,407-73.5% |
| Admin fee / account holder | $163 | $6,198-97.4% | $6,033-97.3% | $12,270-98.7% |