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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 | $27,091 | $76,551-64.6% | $123,894-78.1% | $62,881-56.9% |
| Participation rate | 58.1% | 73.0%-14.8pp | 81.4%-23.3pp | 69.3%-11.2pp |
| Annual return | 10.03% | 18.68%-8.6pp | 47.52%-37.5pp | 20.14%-10.1pp |
| Employer contribution / active EE | $2,793 | $2,882-3.1% | $4,617-39.5% | $2,281+22.4% |
| Participant deferral / active EE | $7,408 | $4,840+53.1% | $5,984+23.8% | $3,203+131.3% |
| Admin fee / account holder | $119 | $4,826-97.5% | $8,357-98.6% | $4,296-97.2% |