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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 | $135,037 | $77,962+73.2% | $178,540-24.4% | $80,935+66.8% |
| Participation rate | 43.8% | 65.7%-21.9pp | 77.1%-33.4pp | 67.7%-23.9pp |
| Annual return | 17.42% | 18.10%-0.7pp | 27.15%-9.7pp | 35.66%-18.2pp |
| Employer contribution / active EE | $1,185 | $2,280-48.0% | $3,953-70.0% | $2,757-57.0% |
| Participant deferral / active EE | $2,955 | $4,404-32.9% | $6,281-52.9% | $4,299-31.3% |
| Admin fee / account holder | $2 | $7,156-100.0% | $10,424-100.0% | $6,924-100.0% |