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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 | $42,670 | $177,156-75.9% | $147,027-71.0% | $154,746-72.4% |
| Participation rate | 62.5% | 79.4%-16.9pp | 73.7%-11.2pp | 80.7%-18.2pp |
| Annual return | 19.63% | 21.94%-2.3pp | 20.23%-0.6pp | 172.34%-152.7pp |
| Employer contribution / active EE | $1,381 | $4,336-68.1% | $3,626-61.9% | $4,379-68.5% |
| Participant deferral / active EE | $2,766 | $5,797-52.3% | $4,933-43.9% | $6,730-58.9% |
| Admin fee / account holder | $0 | $14,904-100.0% | $12,223-100.0% | $14,365-100.0% |