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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 | $57,671 | $76,407-24.5% | $150,298-61.6% | $82,448-30.1% |
| Participation rate | 65.9% | 66.4%-0.5pp | 77.8%-11.9pp | 68.1%-2.2pp |
| Annual return | 18.40% | 39.99%-21.6pp | 62.79%-44.4pp | 41.64%-23.2pp |
| Employer contribution / active EE | $1,156 | $2,614-55.8% | $4,154-72.2% | $2,551-54.7% |
| Participant deferral / active EE | $1,077 | $3,214-66.5% | $5,453-80.2% | $4,139-74.0% |
| Admin fee / account holder | $265 | $6,352-95.8% | $14,116-98.1% | $7,234-96.3% |