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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 | $65,653 | $116,167-43.5% | $64,489+1.8% | $137,256-52.2% |
| Participation rate | 40.0% | 68.2%-28.2pp | 67.7%-27.7pp | 80.0%-40.0pp |
| Annual return | 17.64% | 36.55%-18.9pp | 55.03%-37.4pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,523 | $2,483-38.7% | $1,5230% | $4,156-63.4% |
| Participant deferral / active EE | $4,781 | $4,215+13.4% | $2,778+72.1% | $6,407-25.4% |
| Admin fee / account holder | $0 | $6,188-100.0% | $4,260-100.0% | $12,270-100.0% |