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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 | $8,649 | $37,446-76.9% | $77,513-88.8% | $79,852-89.2% |
| Participation rate | 48.1% | 41.5%+6.6pp | 54.2%-6.0pp | 69.6%-21.5pp |
| Annual return | 20.45% | 39.76%-19.3pp | 54.81%-34.4pp | 31.72%-11.3pp |
| Employer contribution / active EE | $292 | $637-54.1% | $987-70.4% | $2,471-88.2% |
| Participant deferral / active EE | $732 | $1,261-41.9% | $1,861-60.7% | $3,740-80.4% |
| Admin fee / account holder | $75 | $2,506-97.0% | $2,859-97.4% | $5,306-98.6% |