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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 | $72,951 | $98,240-25.7% | $82,312-11.4% | $147,586-50.6% |
| Participation rate | 63.2% | 79.7%-16.6pp | 76.9%-13.7pp | 82.8%-19.7pp |
| Annual return | 26.36% | 30.85%-4.5pp | 25.88%+0.5pp | 578.59%-552.2pp |
| Employer contribution / active EE | $974 | $3,192-69.5% | $2,428-59.9% | $4,876-80.0% |
| Participant deferral / active EE | $2,139 | $4,383-51.2% | $3,706-42.3% | $5,439-60.7% |
| Admin fee / account holder | $293 | $8,563-96.6% | $5,608-94.8% | $10,886-97.3% |