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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 | $32,833 | $74,535-55.9% | $100,712-67.4% | $82,637-60.3% |
| Participation rate | 61.5% | 61.2%+0.4pp | 69.3%-7.7pp | 68.1%-6.5pp |
| Annual return | 20.61% | 18.92%+1.7pp | 33.27%-12.7pp | 53.51%-32.9pp |
| Employer contribution / active EE | $2,035 | $1,503+35.5% | $2,313-12.0% | $2,552-20.2% |
| Participant deferral / active EE | $3,203 | $3,074+4.2% | $4,085-21.6% | $4,126-22.4% |
| Admin fee / account holder | $16 | $6,576-99.8% | $9,256-99.8% | $7,339-99.8% |