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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 | $16,236 | $93,064-82.6% | $74,577-78.2% | $273,972-94.1% |
| Participation rate | 50.0% | 74.9%-24.9pp | 68.1%-18.1pp | 83.0%-33.0pp |
| Annual return | 5.31% | 26.18%-20.9pp | 20.47%-15.2pp | 41.46%-36.1pp |
| Employer contribution / active EE | $1,955 | $3,160-38.1% | $2,525-22.6% | $4,869-59.9% |
| Participant deferral / active EE | $791 | $4,160-81.0% | $3,458-77.1% | $5,287-85.0% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |