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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 | $49,698 | $73,978-32.8% | $96,515-48.5% | $75,173-33.9% |
| Participation rate | 61.3% | 66.4%-5.1pp | 74.3%-13.1pp | 67.2%-5.9pp |
| Annual return | 18.57% | 26.72%-8.2pp | 35.73%-17.2pp | 160.72%-142.1pp |
| Employer contribution / active EE | $4,160 | $2,931+41.9% | $3,740+11.2% | $2,671+55.7% |
| Participant deferral / active EE | $2,353 | $3,660-35.7% | $4,880-51.8% | $4,126-43.0% |
| Admin fee / account holder | $101 | $5,219-98.1% | $6,735-98.5% | $5,651-98.2% |