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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 | $24,947 | $75,541-67.0% | $152,093-83.6% | $82,637-69.8% |
| Participation rate | 61.8% | 66.5%-4.8pp | 77.8%-16.0pp | 68.1%-6.3pp |
| Annual return | 14.90% | 32.56%-17.7pp | 66.36%-51.5pp | 53.51%-38.6pp |
| Employer contribution / active EE | $2,190 | $2,622-16.5% | $4,175-47.5% | $2,552-14.2% |
| Participant deferral / active EE | $2,049 | $3,206-36.1% | $5,451-62.4% | $4,126-50.3% |
| Admin fee / account holder | $142 | $6,405-97.8% | $14,497-99.0% | $7,339-98.1% |