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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 | $14,385 | $45,043-68.1% | $63,005-77.2% | $70,124-79.5% |
| Participation rate | 34.6% | 69.5%-34.9pp | 74.8%-40.2pp | 69.5%-34.9pp |
| Annual return | 19.47% | 18.76%+0.7pp | 87.59%-68.1pp | 73.14%-53.7pp |
| Employer contribution / active EE | $508 | $2,052-75.2% | $2,760-81.6% | $2,342-78.3% |
| Participant deferral / active EE | $1,636 | $2,466-33.7% | $3,329-50.9% | $3,332-50.9% |
| Admin fee / account holder | $175 | $2,833-93.8% | $3,599-95.1% | $4,645-96.2% |