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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 | $14,608 | $81,276-82.0% | $155,574-90.6% | $80,925-81.9% |
| Participation rate | 43.2% | 66.2%-23.1pp | 78.2%-35.0pp | 67.7%-24.5pp |
| Annual return | 17.68% | 33.36%-15.7pp | 64.87%-47.2pp | 35.65%-18.0pp |
| Employer contribution / active EE | $1,394 | $3,103-55.1% | $4,676-70.2% | $2,756-49.4% |
| Participant deferral / active EE | $2,123 | $3,453-38.5% | $5,629-62.3% | $4,299-50.6% |
| Admin fee / account holder | $99 | $7,993-98.8% | $15,914-99.4% | $6,940-98.6% |