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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 | $33,356 | $136,307-75.5% | $106,619-68.7% | $273,972-87.8% |
| Participation rate | 60.0% | 84.8%-24.8pp | 78.0%-18.0pp | 83.0%-23.0pp |
| Annual return | 9.68% | 11.05%-1.4pp | 9.42%+0.3pp | 41.46%-31.8pp |
| Employer contribution / active EE | $1,523 | $5,190-70.6% | $3,947-61.4% | $4,869-68.7% |
| Participant deferral / active EE | $4,978 | $4,969+0.2% | $3,930+26.7% | $5,287-5.8% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |