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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 | $33,993 | $106,524-68.1% | $152,301-77.7% | $87,485-61.1% |
| Participation rate | 65.3% | 75.8%-10.4pp | 82.4%-17.1pp | 68.9%-3.6pp |
| Annual return | 30.58% | 26.89%+3.7pp | 80.50%-49.9pp | 26.06%+4.5pp |
| Employer contribution / active EE | $2,306 | $3,371-31.6% | $4,624-50.1% | $2,596-11.2% |
| Participant deferral / active EE | $4,588 | $6,525-29.7% | $8,004-42.7% | $4,274+7.4% |
| Admin fee / account holder | $156 | $8,287-98.1% | $14,398-98.9% | $7,775-98.0% |