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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 | $32,549 | $90,486-64.0% | $78,676-58.6% | $273,972-88.1% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 9.68% | 75.62%-65.9pp | 62.19%-52.5pp | 41.46%-31.8pp |
| Employer contribution / active EE | $3,399 | $3,175+7.0% | $2,850+19.3% | $4,869-30.2% |
| Participant deferral / active EE | $5,106 | $3,901+30.9% | $3,517+45.2% | $5,287-3.4% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |