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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 | $18,737 | $56,894-67.1% | $84,753-77.9% | $62,881-70.2% |
| Participation rate | 56.8% | 68.5%-11.8pp | 76.6%-19.8pp | 69.3%-12.5pp |
| Annual return | 8.56% | 6.30%+2.3pp | 22.78%-14.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,625 | $2,400-32.3% | $3,574-54.5% | $2,281-28.7% |
| Participant deferral / active EE | $3,289 | $2,709+21.4% | $3,712-11.4% | $3,203+2.7% |
| Admin fee / account holder | $133 | $3,581-96.3% | $5,333-97.5% | $4,296-96.9% |