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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 | $59,582 | $97,289-38.8% | $92,805-35.8% | $155,188-61.6% |
| Participation rate | 66.7% | 84.2%-17.5pp | 83.5%-16.8pp | 80.8%-14.1pp |
| Annual return | 22.54% | 29.03%-6.5pp | 31.59%-9.0pp | 148.84%-126.3pp |
| Employer contribution / active EE | $4,018 | $3,632+10.6% | $3,424+17.3% | $4,248-5.4% |
| Participant deferral / active EE | $7,109 | $8,795-19.2% | $8,448-15.8% | $6,531+8.8% |
| Admin fee / account holder | $117 | $12,015-99.0% | $10,911-98.9% | $14,480-99.2% |