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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 | $5,101 | $37,156-86.3% | $83,854-93.9% | $86,983-94.1% |
| Participation rate | 62.2% | 49.1%+13.2pp | 59.1%+3.1pp | 69.5%-7.3pp |
| Annual return | 22.37% | 29.88%-7.5pp | 31.39%-9.0pp | 25.83%-3.5pp |
| Employer contribution / active EE | $1 | $661-99.8% | $1,017-99.9% | $2,584-99.9% |
| Participant deferral / active EE | $1,454 | $1,418+2.5% | $2,035-28.6% | $4,194-65.3% |
| Admin fee / account holder | $197 | $2,510-92.1% | $3,197-93.8% | $7,856-97.5% |