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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 | $40,892 | $43,344-5.7% | $59,899-31.7% | $64,173-36.3% |
| Participation rate | 52.9% | 69.2%-16.2pp | 74.7%-21.8pp | 69.6%-16.6pp |
| Annual return | 8.48% | -1.55%+10.0pp | 3.46%+5.0pp | 7.63%+0.8pp |
| Employer contribution / active EE | $829 | $2,030-59.2% | $2,723-69.6% | $2,381-65.2% |
| Participant deferral / active EE | $1,619 | $2,547-36.4% | $3,402-52.4% | $3,470-53.3% |
| Admin fee / account holder | $0 | $3,008-100.0% | $3,592-100.0% | $4,887-100.0% |