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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 | $19,639 | $76,407-74.3% | $150,298-86.9% | $82,448-76.2% |
| Participation rate | 62.5% | 66.4%-3.9pp | 77.8%-15.3pp | 68.1%-5.6pp |
| Annual return | 32.09% | 39.99%-7.9pp | 62.79%-30.7pp | 41.64%-9.6pp |
| Employer contribution / active EE | $1,848 | $2,614-29.3% | $4,154-55.5% | $2,551-27.6% |
| Participant deferral / active EE | $3,560 | $3,214+10.7% | $5,453-34.7% | $4,139-14.0% |
| Admin fee / account holder | $57 | $6,352-99.1% | $14,116-99.6% | $7,234-99.2% |