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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 | $68,844 | $46,877+46.9% | $122,354-43.7% | $70,126-1.8% |
| Participation rate | 54.8% | 58.2%-3.4pp | 71.6%-16.9pp | 69.5%-14.8pp |
| Annual return | 15.38% | 24.22%-8.8pp | 30.28%-14.9pp | 73.15%-57.8pp |
| Employer contribution / active EE | $2,155 | $1,288+67.2% | $4,051-46.8% | $2,343-8.0% |
| Participant deferral / active EE | $3,264 | $2,167+50.6% | $3,287-0.7% | $3,332-2.0% |
| Admin fee / account holder | $28 | $3,324-99.2% | $5,479-99.5% | $4,645-99.4% |