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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 | $13,761 | $78,690-82.5% | $161,489-91.5% | $87,485-84.3% |
| Participation rate | 46.2% | 67.5%-21.3pp | 78.7%-32.5pp | 68.9%-22.8pp |
| Annual return | 25.08% | 32.74%-7.7pp | 89.72%-64.6pp | 26.06%-1.0pp |
| Employer contribution / active EE | $647 | $2,588-75.0% | $4,268-84.8% | $2,596-75.1% |
| Participant deferral / active EE | $2,000 | $3,311-39.6% | $5,630-64.5% | $4,274-53.2% |
| Admin fee / account holder | $0 | $6,724-100.0% | $16,006-100.0% | $7,775-100.0% |