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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 | $30,751 | $93,064-67.0% | $74,577-58.8% | $273,972-88.8% |
| Participation rate | 23.1% | 74.9%-51.9pp | 68.1%-45.0pp | 83.0%-59.9pp |
| Annual return | 14.34% | 26.18%-11.8pp | 20.47%-6.1pp | 41.46%-27.1pp |
| Employer contribution / active EE | $179 | $3,160-94.3% | $2,525-92.9% | $4,869-96.3% |
| Participant deferral / active EE | $2,126 | $4,160-48.9% | $3,458-38.5% | $5,287-59.8% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |