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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 | $23,273 | $110,212-78.9% | $96,534-75.9% | $139,466-83.3% |
| Participation rate | 60.0% | 78.1%-18.1pp | 76.0%-16.0pp | 80.3%-20.3pp |
| Annual return | 27.57% | 26.42%+1.2pp | 25.88%+1.7pp | 373.66%-346.1pp |
| Employer contribution / active EE | $2,305 | $3,620-36.3% | $2,965-22.3% | $4,754-51.5% |
| Participant deferral / active EE | $3,505 | $5,547-36.8% | $4,851-27.7% | $6,712-47.8% |
| Admin fee / account holder | $65 | $11,599-99.4% | $8,253-99.2% | $11,409-99.4% |