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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 | $25,513 | $43,075-40.8% | $74,577-65.8% | $62,881-59.4% |
| Participation rate | 40.5% | 58.1%-17.6pp | 68.1%-27.6pp | 69.3%-28.8pp |
| Annual return | 7.49% | 17.50%-10.0pp | 20.47%-13.0pp | 20.14%-12.7pp |
| Employer contribution / active EE | $772 | $1,498-48.5% | $2,525-69.4% | $2,281-66.2% |
| Participant deferral / active EE | $1,131 | $2,389-52.7% | $3,458-67.3% | $3,203-64.7% |
| Admin fee / account holder | $193 | $2,840-93.2% | $4,138-95.3% | $4,296-95.5% |