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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 | $86,254 | $99,345-13.2% | $84,753+1.8% | $273,972-68.5% |
| Participation rate | 47.6% | 80.7%-33.1pp | 76.6%-29.0pp | 83.0%-35.4pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $972 | $4,214-76.9% | $3,574-72.8% | $4,869-80.0% |
| Participant deferral / active EE | $4,425 | $4,270+3.6% | $3,712+19.2% | $5,287-16.3% |
| Admin fee / account holder | $75 | $6,645-98.9% | $5,333-98.6% | $10,133-99.3% |