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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 | $18,088 | $77,814-76.8% | $158,223-88.6% | $86,983-79.2% |
| Participation rate | 56.0% | 68.4%-12.4pp | 79.2%-23.2pp | 69.5%-13.5pp |
| Annual return | 20.39% | 30.54%-10.2pp | 52.09%-31.7pp | 25.83%-5.4pp |
| Employer contribution / active EE | $466 | $2,592-82.0% | $4,109-88.7% | $2,584-82.0% |
| Participant deferral / active EE | $2,220 | $3,270-32.1% | $5,467-59.4% | $4,194-47.1% |
| Admin fee / account holder | $204 | $5,879-96.5% | $16,047-98.7% | $7,856-97.4% |