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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 | $29,421 | $93,064-68.4% | $74,577-60.5% | $273,972-89.3% |
| Participation rate | 68.8% | 74.9%-6.2pp | 68.1%+0.6pp | 83.0%-14.3pp |
| Annual return | 35.93% | 26.18%+9.8pp | 20.47%+15.5pp | 41.46%-5.5pp |
| Employer contribution / active EE | $1,192 | $3,160-62.3% | $2,525-52.8% | $4,869-75.5% |
| Participant deferral / active EE | $1,451 | $4,160-65.1% | $3,458-58.0% | $5,287-72.5% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |