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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 | $16,405 | $107,666-84.8% | $102,184-83.9% | $154,746-89.4% |
| Participation rate | 60.0% | 83.7%-23.7pp | 82.6%-22.6pp | 80.7%-20.7pp |
| Annual return | 35.45% | 29.33%+6.1pp | 31.58%+3.9pp | 172.34%-136.9pp |
| Employer contribution / active EE | $1,813 | $3,846-52.9% | $3,594-49.6% | $4,379-58.6% |
| Participant deferral / active EE | $5,990 | $8,719-31.3% | $8,309-27.9% | $6,730-11.0% |
| Admin fee / account holder | $0 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |