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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 | $46,737 | $54,757-14.6% | $90,304-48.2% | $72,975-36.0% |
| Participation rate | 39.5% | 65.2%-25.7pp | 73.3%-33.8pp | 69.5%-30.0pp |
| Annual return | 19.57% | 30.63%-11.1pp | 78.13%-58.6pp | 81.01%-61.4pp |
| Employer contribution / active EE | $938 | $2,093-55.2% | $2,855-67.2% | $2,440-61.6% |
| Participant deferral / active EE | $1,637 | $2,887-43.3% | $3,885-57.9% | $3,608-54.6% |
| Admin fee / account holder | $0 | $3,973-100.0% | $5,354-100.0% | $5,124-100.0% |