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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 | $52,166 | $57,828-9.8% | $117,039-55.4% | $70,126-25.6% |
| Participation rate | 33.3% | 67.1%-33.8pp | 77.2%-43.9pp | 69.5%-36.2pp |
| Annual return | 16.03% | 17.55%-1.5pp | 18.95%-2.9pp | 73.15%-57.1pp |
| Employer contribution / active EE | $561 | $1,816-69.1% | $3,785-85.2% | $2,343-76.0% |
| Participant deferral / active EE | $1,138 | $2,438-53.3% | $3,929-71.0% | $3,332-65.8% |
| Admin fee / account holder | $290 | $3,548-91.8% | $5,974-95.1% | $4,645-93.8% |