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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 | $104,444 | $69,444+50.4% | $92,985+12.3% | $87,485+19.4% |
| Participation rate | 65.0% | 63.3%+1.7pp | 69.5%-4.5pp | 68.9%-3.9pp |
| Annual return | 15.48% | 23.85%-8.4pp | 27.99%-12.5pp | 26.06%-10.6pp |
| Employer contribution / active EE | $2,138 | $1,917+11.5% | $2,662-19.7% | $2,596-17.7% |
| Participant deferral / active EE | $6,506 | $3,364+93.4% | $4,377+48.7% | $4,274+52.2% |
| Admin fee / account holder | $42 | $6,137-99.3% | $9,463-99.6% | $7,775-99.5% |