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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 | $24,091 | $60,349-60.1% | $74,184-67.5% | $62,881-61.7% |
| Participation rate | 60.5% | 72.7%-12.2pp | 76.6%-16.1pp | 69.3%-8.8pp |
| Annual return | 16.29% | 21.38%-5.1pp | 17.74%-1.4pp | 20.14%-3.9pp |
| Employer contribution / active EE | $1,884 | $1,680+12.1% | $2,370-20.5% | $2,281-17.4% |
| Participant deferral / active EE | $6,584 | $2,856+130.5% | $3,550+85.5% | $3,203+105.6% |
| Admin fee / account holder | $276 | $4,261-93.5% | $5,586-95.1% | $4,296-93.6% |