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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 | $25,437 | $155,555-83.6% | $146,866-82.7% | $155,188-83.6% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.5%-20.0pp | 80.8%-18.3pp |
| Annual return | 42.62% | 115.41%-72.8pp | 102.85%-60.2pp | 148.84%-106.2pp |
| Employer contribution / active EE | $7,299 | $4,647+57.1% | $4,425+65.0% | $4,248+71.8% |
| Participant deferral / active EE | $3,361 | $8,044-58.2% | $7,759-56.7% | $6,531-48.5% |
| Admin fee / account holder | $33 | $14,755-99.8% | $13,620-99.8% | $14,480-99.8% |