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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 | $39,978 | $172,111-76.8% | $150,298-73.4% | $137,256-70.9% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 22.61% | 69.37%-46.8pp | 62.79%-40.2pp | 220.34%-197.7pp |
| Employer contribution / active EE | $2,982 | $4,636-35.7% | $4,154-28.2% | $4,156-28.2% |
| Participant deferral / active EE | $8,408 | $6,166+36.4% | $5,453+54.2% | $6,407+31.2% |
| Admin fee / account holder | $92 | $16,471-99.4% | $14,116-99.3% | $12,270-99.3% |