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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 | $25,040 | $49,025-48.9% | $87,502-71.4% | $62,881-60.2% |
| Participation rate | 56.9% | 64.9%-8.0pp | 73.8%-16.9pp | 69.3%-12.4pp |
| Annual return | 9.64% | 10.02%-0.4pp | 12.21%-2.6pp | 20.14%-10.5pp |
| Employer contribution / active EE | $1,179 | $1,372-14.1% | $2,550-53.8% | $2,281-48.3% |
| Participant deferral / active EE | $2,588 | $2,289+13.0% | $3,149-17.8% | $3,203-19.2% |
| Admin fee / account holder | $82 | $4,065-98.0% | $4,221-98.1% | $4,296-98.1% |