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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 | $122,962-68.0% | $71,585-45.0% | $138,895-71.7% |
| Participation rate | 66.7% | 68.9%-2.2pp | 68.2%-1.5pp | 79.9%-13.3pp |
| Annual return | 23.36% | 37.84%-14.5pp | 59.26%-35.9pp | 145.39%-122.0pp |
| Employer contribution / active EE | $4,194 | $2,620+60.1% | $1,669+151.4% | $4,1940% |
| Participant deferral / active EE | $11,449 | $4,311+165.6% | $2,923+291.6% | $6,396+79.0% |
| Admin fee / account holder | $186 | $6,488-97.1% | $4,712-96.1% | $12,562-98.5% |