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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 | $22,982 | $50,554-54.5% | $67,681-66.0% | $87,485-73.7% |
| Participation rate | 58.1% | 67.7%-9.7pp | 73.7%-15.7pp | 68.9%-10.9pp |
| Annual return | 15.70% | 17.81%-2.1pp | 590.58%-574.9pp | 26.06%-10.4pp |
| Employer contribution / active EE | $568 | $1,988-71.4% | $2,678-78.8% | $2,596-78.1% |
| Participant deferral / active EE | $1,022 | $2,961-65.5% | $3,976-74.3% | $4,274-76.1% |
| Admin fee / account holder | $81 | $4,132-98.0% | $6,100-98.7% | $7,775-99.0% |