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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 | $26,811 | $54,757-51.0% | $90,300-70.3% | $72,983-63.3% |
| Participation rate | 55.3% | 65.1%-9.9pp | 73.3%-18.0pp | 69.5%-14.2pp |
| Annual return | 27.59% | 30.63%-3.0pp | 78.11%-50.5pp | 81.01%-53.4pp |
| Employer contribution / active EE | $1,699 | $2,092-18.8% | $2,854-40.5% | $2,440-30.4% |
| Participant deferral / active EE | $2,894 | $2,887+0.3% | $3,884-25.5% | $3,608-19.8% |
| Admin fee / account holder | $5 | $3,972-99.9% | $5,353-99.9% | $5,124-99.9% |