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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 | $43,194 | $99,345-56.5% | $84,753-49.0% | $273,972-84.2% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 7.90% | 22.93%-15.0pp | 22.78%-14.9pp | 41.46%-33.6pp |
| Employer contribution / active EE | $1,361 | $4,214-67.7% | $3,574-61.9% | $4,869-72.0% |
| Participant deferral / active EE | $2,790 | $4,270-34.7% | $3,712-24.8% | $5,287-47.2% |
| Admin fee / account holder | -$20 | $6,645-100.3% | $5,333-100.4% | $10,133-100.2% |