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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 | $25,211 | $76,551-67.1% | $123,894-79.7% | $62,881-59.9% |
| Participation rate | 67.1% | 73.0%-5.9pp | 81.4%-14.3pp | 69.3%-2.2pp |
| Annual return | 17.35% | 18.68%-1.3pp | 47.52%-30.2pp | 20.14%-2.8pp |
| Employer contribution / active EE | $1,512 | $2,882-47.5% | $4,617-67.3% | $2,281-33.7% |
| Participant deferral / active EE | $2,531 | $4,840-47.7% | $5,984-57.7% | $3,203-21.0% |
| Admin fee / account holder | $250 | $4,826-94.8% | $8,357-97.0% | $4,296-94.2% |