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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 | $30,623 | $72,273-57.6% | $101,275-69.8% | $79,856-61.7% |
| Participation rate | 53.7% | 68.5%-14.8pp | 75.8%-22.1pp | 69.6%-16.0pp |
| Annual return | 26.25% | 22.30%+4.0pp | 46.48%-20.2pp | 31.71%-5.5pp |
| Employer contribution / active EE | $1,699 | $2,691-36.9% | $3,660-53.6% | $2,471-31.3% |
| Participant deferral / active EE | $4,399 | $3,282+34.0% | $4,371+0.6% | $3,741+17.6% |
| Admin fee / account holder | $298 | $4,401-93.2% | $5,948-95.0% | $5,306-94.4% |