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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 | $23,863 | $91,167-73.8% | $178,498-86.6% | $79,858-70.1% |
| Participation rate | 52.1% | 69.2%-17.1pp | 81.9%-29.8pp | 69.6%-17.6pp |
| Annual return | 17.84% | 24.19%-6.4pp | 151.09%-133.3pp | 31.72%-13.9pp |
| Employer contribution / active EE | $817 | $3,255-74.9% | $5,011-83.7% | $2,471-66.9% |
| Participant deferral / active EE | $924 | $3,236-71.5% | $5,202-82.2% | $3,740-75.3% |
| Admin fee / account holder | $229 | $6,747-96.6% | $13,985-98.4% | $5,306-95.7% |