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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 | $59,914 | $45,087+32.9% | $69,483-13.8% | $72,976-17.9% |
| Participation rate | 52.4% | 68.5%-16.1pp | 74.6%-22.2pp | 69.5%-17.1pp |
| Annual return | 7.07% | 22.67%-15.6pp | 28.99%-21.9pp | 81.02%-73.9pp |
| Employer contribution / active EE | $1,139 | $2,055-44.6% | $2,780-59.0% | $2,440-53.3% |
| Participant deferral / active EE | $3,259 | $2,603+25.2% | $3,537-7.9% | $3,608-9.7% |
| Admin fee / account holder | $154 | $3,057-95.0% | $3,841-96.0% | $5,124-97.0% |