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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 | $59,634 | $93,064-35.9% | $74,577-20.0% | $273,972-78.2% |
| Participation rate | 38.5% | 74.9%-36.5pp | 68.1%-29.6pp | 83.0%-44.6pp |
| Annual return | 7.56% | 26.18%-18.6pp | 20.47%-12.9pp | 41.46%-33.9pp |
| Employer contribution / active EE | $269 | $3,160-91.5% | $2,525-89.4% | $4,869-94.5% |
| Participant deferral / active EE | $2,187 | $4,160-47.4% | $3,458-36.8% | $5,287-58.6% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |