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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 | $27,439 | $106,749-74.3% | $145,433-81.1% | $82,448-66.7% |
| Participation rate | 69.6% | 75.6%-6.0pp | 82.1%-12.5pp | 68.1%+1.6pp |
| Annual return | 29.82% | 27.59%+2.2pp | 66.58%-36.8pp | 41.64%-11.8pp |
| Employer contribution / active EE | $2,664 | $3,444-22.7% | $4,554-41.5% | $2,551+4.4% |
| Participant deferral / active EE | $3,102 | $6,519-52.4% | $7,897-60.7% | $4,139-25.1% |
| Admin fee / account holder | $102 | $8,390-98.8% | $13,129-99.2% | $7,234-98.6% |