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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 | $32,514 | $105,623-69.2% | $87,502-62.8% | $273,972-88.1% |
| Participation rate | 38.9% | 78.2%-39.3pp | 73.8%-34.9pp | 83.0%-44.1pp |
| Annual return | 4.46% | 12.26%-7.8pp | 12.21%-7.8pp | 41.46%-37.0pp |
| Employer contribution / active EE | $634 | $3,141-79.8% | $2,550-75.1% | $4,869-87.0% |
| Participant deferral / active EE | $1,489 | $3,601-58.7% | $3,149-52.7% | $5,287-71.8% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |