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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 | $78,690-26.7% | $161,489-64.3% | $87,485-34.1% |
| Participation rate | 65.9% | 67.5%-1.6pp | 78.7%-12.8pp | 68.9%-3.1pp |
| Annual return | 18.40% | 32.74%-14.3pp | 89.72%-71.3pp | 26.06%-7.7pp |
| Employer contribution / active EE | $1,156 | $2,588-55.3% | $4,268-72.9% | $2,596-55.5% |
| Participant deferral / active EE | $1,077 | $3,311-67.5% | $5,630-80.9% | $4,274-74.8% |
| Admin fee / account holder | $265 | $6,724-96.1% | $16,006-98.3% | $7,775-96.6% |