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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 | $40,548 | $75,541-46.3% | $152,093-73.3% | $82,637-50.9% |
| Participation rate | 60.5% | 66.5%-6.1pp | 77.8%-17.3pp | 68.1%-7.6pp |
| Annual return | 24.63% | 32.56%-7.9pp | 66.36%-41.7pp | 53.51%-28.9pp |
| Employer contribution / active EE | $1,880 | $2,622-28.3% | $4,175-55.0% | $2,552-26.4% |
| Participant deferral / active EE | $4,756 | $3,206+48.4% | $5,451-12.8% | $4,126+15.3% |
| Admin fee / account holder | $121 | $6,405-98.1% | $14,497-99.2% | $7,339-98.4% |