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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 | $40,497 | $45,082-10.2% | $69,464-41.7% | $72,975-44.5% |
| Participation rate | 62.1% | 68.5%-6.4pp | 74.6%-12.5pp | 69.5%-7.4pp |
| Annual return | 18.45% | 22.66%-4.2pp | 28.98%-10.5pp | 81.01%-62.6pp |
| Employer contribution / active EE | $607 | $2,055-70.4% | $2,779-78.1% | $2,440-75.1% |
| Participant deferral / active EE | $1,033 | $2,604-60.3% | $3,536-70.8% | $3,608-71.4% |
| Admin fee / account holder | $126 | $3,057-95.9% | $3,840-96.7% | $5,124-97.5% |