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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 | $55,300 | $63,764-13.3% | $81,930-32.5% | $79,860-30.8% |
| Participation rate | 60.0% | 67.5%-7.5pp | 72.0%-12.0pp | 69.6%-9.6pp |
| Annual return | 16.52% | 22.66%-6.1pp | 29.49%-13.0pp | 31.72%-15.2pp |
| Employer contribution / active EE | $1,480 | $1,795-17.6% | $4,310-65.7% | $2,471-40.1% |
| Participant deferral / active EE | $3,625 | $2,780+30.4% | $7,107-49.0% | $3,740-3.1% |
| Admin fee / account holder | $218 | $4,426-95.1% | $5,158-95.8% | $5,306-95.9% |