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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 | $38,148 | $52,580-27.4% | $71,671-46.8% | $70,124-45.6% |
| Participation rate | 48.4% | 60.9%-12.5pp | 68.7%-20.4pp | 69.5%-21.2pp |
| Annual return | 21.35% | 20.25%+1.1pp | 20.65%+0.7pp | 73.14%-51.8pp |
| Employer contribution / active EE | $559 | $1,616-65.4% | $2,460-77.3% | $2,342-76.2% |
| Participant deferral / active EE | $1,754 | $2,386-26.5% | $3,438-49.0% | $3,332-47.3% |
| Admin fee / account holder | $135 | $3,653-96.3% | $5,558-97.6% | $4,645-97.1% |