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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 | $15,321 | $37,446-59.1% | $77,552-80.2% | $79,856-80.8% |
| Participation rate | 44.1% | 41.5%+2.6pp | 54.2%-10.1pp | 69.6%-25.5pp |
| Annual return | 30.34% | 39.76%-9.4pp | 54.82%-24.5pp | 31.71%-1.4pp |
| Employer contribution / active EE | $844 | $637+32.5% | $987-14.4% | $2,471-65.8% |
| Participant deferral / active EE | $1,805 | $1,261+43.2% | $1,861-3.0% | $3,741-51.7% |
| Admin fee / account holder | $16 | $2,506-99.4% | $2,859-99.4% | $5,306-99.7% |