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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 | $10,879 | $35,183-69.1% | $73,550-85.2% | $70,126-84.5% |
| Participation rate | 34.1% | 42.9%-8.8pp | 54.9%-20.8pp | 69.5%-35.4pp |
| Annual return | 25.58% | 26.90%-1.3pp | -15.16%+40.7pp | 73.15%-47.6pp |
| Employer contribution / active EE | $559 | $709-21.1% | $1,219-54.1% | $2,343-76.1% |
| Participant deferral / active EE | $1,372 | $1,220+12.5% | $1,804-23.9% | $3,332-58.8% |
| Admin fee / account holder | $278 | $2,302-87.9% | $2,320-88.0% | $4,645-94.0% |