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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 | $39,555 | $172,111-77.0% | $150,298-73.7% | $137,256-71.2% |
| Participation rate | 37.5% | 81.7%-44.2pp | 77.8%-40.3pp | 80.0%-42.5pp |
| Annual return | 25.25% | 69.37%-44.1pp | 62.79%-37.5pp | 220.34%-195.1pp |
| Employer contribution / active EE | $850 | $4,636-81.7% | $4,154-79.5% | $4,156-79.5% |
| Participant deferral / active EE | $6,098 | $6,166-1.1% | $5,453+11.8% | $6,407-4.8% |
| Admin fee / account holder | $236 | $16,471-98.6% | $14,116-98.3% | $12,270-98.1% |