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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 | $59,162 | $93,346-36.6% | $71,796-17.6% | $273,972-78.4% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.1%-9.1pp | 83.0%-23.0pp |
| Annual return | 10.25% | 130.39%-120.1pp | 78.04%-67.8pp | 41.46%-31.2pp |
| Employer contribution / active EE | $799 | $2,733-70.8% | $1,924-58.5% | $4,869-83.6% |
| Participant deferral / active EE | $9,604 | $3,475+176.4% | $2,794+243.7% | $5,287+81.6% |
| Admin fee / account holder | $215 | $6,571-96.7% | $4,815-95.5% | $10,133-97.9% |