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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 | $7,507 | $36,948-79.7% | $73,658-89.8% | $87,485-91.4% |
| Participation rate | 55.6% | 46.8%+8.7pp | 57.0%-1.5pp | 68.9%-13.4pp |
| Annual return | 20.15% | 28.64%-8.5pp | 29.72%-9.6pp | 26.06%-5.9pp |
| Employer contribution / active EE | $774 | $670+15.6% | $1,032-25.0% | $2,596-70.2% |
| Participant deferral / active EE | $1,493 | $1,379+8.3% | $2,062-27.6% | $4,274-65.1% |
| Admin fee / account holder | $95 | $2,531-96.2% | $3,357-97.2% | $7,775-98.8% |