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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 | $26,110 | $39,798-34.4% | $67,704-61.4% | $59,633-56.2% |
| Participation rate | 64.5% | 57.4%+7.2pp | 67.5%-3.0pp | 68.7%-4.2pp |
| Annual return | 0.83% | 89.94%-89.1pp | 25.41%-24.6pp | 2041.40%-2040.6pp |
| Employer contribution / active EE | $200 | $1,393-85.7% | $2,559-92.2% | $2,203-90.9% |
| Participant deferral / active EE | $871 | $2,335-62.7% | $3,585-75.7% | $3,192-72.7% |
| Admin fee / account holder | $83 | $3,212-97.4% | $4,255-98.1% | $4,297-98.1% |