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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 | $17,092 | $154,228-88.9% | $145,433-88.2% | $137,256-87.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 22.37% | 74.59%-52.2pp | 66.58%-44.2pp | 220.34%-198.0pp |
| Employer contribution / active EE | $1,511 | $4,804-68.5% | $4,554-66.8% | $4,156-63.6% |
| Participant deferral / active EE | $2,456 | $8,216-70.1% | $7,897-68.9% | $6,407-61.7% |
| Admin fee / account holder | $7 | $14,344-100.0% | $13,129-100.0% | $12,270-99.9% |