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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 | $89,754 | $101,795-11.8% | $165,100-45.6% | $80,959+10.9% |
| Participation rate | 33.3% | 71.8%-38.5pp | 78.6%-45.3pp | 67.7%-34.3pp |
| Annual return | 19.35% | 16.73%+2.6pp | 70.21%-50.9pp | 35.67%-16.3pp |
| Employer contribution / active EE | $1,000 | $2,954-66.1% | $4,348-77.0% | $2,757-63.7% |
| Participant deferral / active EE | $2,734 | $4,476-38.9% | $6,035-54.7% | $4,300-36.4% |
| Admin fee / account holder | $103 | $8,221-98.7% | $12,696-99.2% | $6,925-98.5% |