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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 | $69,145 | $172,111-59.8% | $150,298-54.0% | $137,256-49.6% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 21.59% | 69.37%-47.8pp | 62.79%-41.2pp | 220.34%-198.8pp |
| Employer contribution / active EE | $1,851 | $4,636-60.1% | $4,154-55.4% | $4,156-55.5% |
| Participant deferral / active EE | $5,829 | $6,166-5.5% | $5,453+6.9% | $6,407-9.0% |
| Admin fee / account holder | $33 | $16,471-99.8% | $14,116-99.8% | $12,270-99.7% |