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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 | $74,763 | $115,225-35.1% | $100,712-25.8% | $138,895-46.2% |
| Participation rate | 69.2% | 74.3%-5.1pp | 69.3%0pp | 79.9%-10.7pp |
| Annual return | 14.71% | 40.35%-25.6pp | 33.27%-18.6pp | 145.39%-130.7pp |
| Employer contribution / active EE | $2,500 | $2,771-9.8% | $2,313+8.1% | $4,194-40.4% |
| Participant deferral / active EE | $4,671 | $4,699-0.6% | $4,085+14.3% | $6,396-27.0% |
| Admin fee / account holder | $80 | $10,844-99.3% | $9,256-99.1% | $12,562-99.4% |