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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 | $4,708 | $94,439-95.0% | $73,658-93.6% | $154,746-97.0% |
| Participation rate | 66.7% | 64.7%+2.0pp | 57.0%+9.6pp | 80.7%-14.0pp |
| Annual return | 28.55% | 28.25%+0.3pp | 29.72%-1.2pp | 172.34%-143.8pp |
| Employer contribution / active EE | $673 | $1,257-46.5% | $1,032-34.8% | $4,379-84.6% |
| Participant deferral / active EE | $1,138 | $2,527-55.0% | $2,062-44.8% | $6,730-83.1% |
| Admin fee / account holder | $25 | $3,843-99.3% | $3,357-99.3% | $14,365-99.8% |