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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 | $39,366 | $151,427-74.0% | $112,860-65.1% | $154,746-74.6% |
| Participation rate | 66.7% | 69.1%-2.5pp | 66.3%+0.3pp | 80.7%-14.0pp |
| Annual return | 23.36% | 30.95%-7.6pp | 35.26%-11.9pp | 172.34%-149.0pp |
| Employer contribution / active EE | $4,194 | $2,750+52.5% | $2,206+90.1% | $4,379-4.2% |
| Participant deferral / active EE | $11,449 | $4,285+167.2% | $3,493+227.8% | $6,730+70.1% |
| Admin fee / account holder | $186 | $7,369-97.5% | $6,841-97.3% | $14,365-98.7% |