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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 | $10,719 | $37,446-71.4% | $77,552-86.2% | $79,856-86.6% |
| Participation rate | 59.8% | 41.5%+18.3pp | 54.2%+5.6pp | 69.6%-9.8pp |
| Annual return | 21.86% | 39.76%-17.9pp | 54.82%-33.0pp | 31.71%-9.8pp |
| Employer contribution / active EE | $930 | $637+46.0% | $987-5.7% | $2,471-62.4% |
| Participant deferral / active EE | $1,438 | $1,261+14.1% | $1,861-22.7% | $3,741-61.6% |
| Admin fee / account holder | $137 | $2,506-94.5% | $2,859-95.2% | $5,306-97.4% |