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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 | $49,983 | $103,949-51.9% | $69,182-27.8% | $273,972-81.8% |
| Participation rate | 40.0% | 67.4%-27.4pp | 55.1%-15.1pp | 83.0%-43.0pp |
| Annual return | 7.06% | 35.28%-28.2pp | -21.93%+29.0pp | 41.46%-34.4pp |
| Employer contribution / active EE | $749 | $1,783-58.0% | $1,206-37.9% | $4,869-84.6% |
| Participant deferral / active EE | $1,352 | $2,716-50.2% | $1,897-28.7% | $5,287-74.4% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |