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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 | $32,431 | $72,492-55.3% | $87,102-62.8% | $72,983-55.6% |
| Participation rate | 68.4% | 72.8%-4.4pp | 76.9%-8.4pp | 69.5%-1.1pp |
| Annual return | 21.00% | 24.46%-3.5pp | 28.19%-7.2pp | 81.01%-60.0pp |
| Employer contribution / active EE | $1,049 | $1,894-44.6% | $2,521-58.4% | $2,440-57.0% |
| Participant deferral / active EE | $1,851 | $3,270-43.4% | $4,048-54.3% | $3,608-48.7% |
| Admin fee / account holder | $0 | $5,055-100.0% | $7,491-100.0% | $5,124-100.0% |