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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 | $18,640 | $46,697-60.1% | $117,533-84.1% | $68,486-72.8% |
| Participation rate | 47.6% | 56.8%-9.2pp | 70.6%-23.0pp | 67.9%-20.3pp |
| Annual return | 44.96% | -14.52%+59.5pp | 29.77%+15.2pp | -7.85%+52.8pp |
| Employer contribution / active EE | $795 | $1,506-47.2% | $4,179-81.0% | $2,597-69.4% |
| Participant deferral / active EE | $2,046 | $2,637-22.4% | $4,072-49.7% | $4,028-49.2% |
| Admin fee / account holder | $290 | $4,023-92.8% | $5,647-94.9% | $5,404-94.6% |