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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 | $85,444 | $87,180-2.0% | $173,703-50.8% | $94,015-9.1% |
| Participation rate | 43.2% | 65.6%-22.4pp | 75.9%-32.7pp | 70.8%-27.6pp |
| Annual return | 20.25% | 14.17%+6.1pp | 17.46%+2.8pp | 17.84%+2.4pp |
| Employer contribution / active EE | $1,447 | $2,494-42.0% | $4,288-66.2% | $2,790-48.1% |
| Participant deferral / active EE | $3,247 | $3,343-2.9% | $4,854-33.1% | $4,249-23.6% |
| Admin fee / account holder | $5 | $7,506-99.9% | $15,562-100.0% | $8,951-99.9% |