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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 | $44,227 | $52,580-15.9% | $71,671-38.3% | $70,124-36.9% |
| Participation rate | 56.5% | 60.9%-4.4pp | 68.7%-12.2pp | 69.5%-13.0pp |
| Annual return | 15.10% | 20.25%-5.2pp | 20.65%-5.5pp | 73.14%-58.0pp |
| Employer contribution / active EE | $365 | $1,616-77.4% | $2,460-85.1% | $2,342-84.4% |
| Participant deferral / active EE | $2,414 | $2,386+1.2% | $3,438-29.8% | $3,332-27.5% |
| Admin fee / account holder | $138 | $3,653-96.2% | $5,558-97.5% | $4,645-97.0% |