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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 | $25,180 | $100,970-75.1% | $96,576-73.9% | $137,256-81.7% |
| Participation rate | 45.5% | 82.6%-37.2pp | 81.4%-36.0pp | 80.0%-34.5pp |
| Annual return | 36.38% | 38.16%-1.8pp | 38.47%-2.1pp | 220.34%-184.0pp |
| Employer contribution / active EE | $3,622 | $3,809-4.9% | $3,553+1.9% | $4,156-12.9% |
| Participant deferral / active EE | $3,554 | $8,286-57.1% | $7,956-55.3% | $6,407-44.5% |
| Admin fee / account holder | $134 | $11,312-98.8% | $11,381-98.8% | $12,270-98.9% |