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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 | $41,783 | $75,541-44.7% | $152,093-72.5% | $82,637-49.4% |
| Participation rate | 59.3% | 66.5%-7.3pp | 77.8%-18.5pp | 68.1%-8.8pp |
| Annual return | 21.31% | 32.56%-11.2pp | 66.36%-45.0pp | 53.51%-32.2pp |
| Employer contribution / active EE | $1,880 | $2,622-28.3% | $4,175-55.0% | $2,552-26.3% |
| Participant deferral / active EE | $4,779 | $3,206+49.1% | $5,451-12.3% | $4,126+15.8% |
| Admin fee / account holder | $119 | $6,405-98.1% | $14,497-99.2% | $7,339-98.4% |