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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 | $14,542 | $37,446-61.2% | $77,552-81.2% | $79,856-81.8% |
| Participation rate | 34.9% | 41.5%-6.6pp | 54.2%-19.3pp | 69.6%-34.8pp |
| Annual return | 22.30% | 39.76%-17.5pp | 54.82%-32.5pp | 31.71%-9.4pp |
| Employer contribution / active EE | $506 | $637-20.6% | $987-48.7% | $2,471-79.5% |
| Participant deferral / active EE | $658 | $1,261-47.8% | $1,861-64.6% | $3,741-82.4% |
| Admin fee / account holder | $52 | $2,506-97.9% | $2,859-98.2% | $5,306-99.0% |