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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 | $23,119 | $45,050-48.7% | $63,018-63.3% | $70,126-67.0% |
| Participation rate | 64.2% | 69.5%-5.3pp | 74.8%-10.6pp | 69.5%-5.4pp |
| Annual return | 18.07% | 18.76%-0.7pp | 87.62%-69.6pp | 73.15%-55.1pp |
| Employer contribution / active EE | $763 | $2,052-62.8% | $2,761-72.4% | $2,343-67.4% |
| Participant deferral / active EE | $2,246 | $2,466-8.9% | $3,330-32.6% | $3,332-32.6% |
| Admin fee / account holder | $16 | $2,834-99.5% | $3,601-99.6% | $4,645-99.7% |