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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 | $57,452 | $74,879,922-99.9% | $40,145,923-99.9% | $273,972-79.0% |
| Participation rate | 50.0% | 74.1%-24.1pp | 68.4%-18.4pp | 83.0%-33.0pp |
| Annual return | 3.57% | 2.55%+1.0pp | 5.24%-1.7pp | 41.46%-37.9pp |
| Employer contribution / active EE | $0 | $2,350-100.0% | $1,844-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,195 | $2,962-59.7% | $2,591-53.9% | $5,287-77.4% |
| Admin fee / account holder | $0 | $3,725-100.0% | $2,903-100.0% | $10,133-100.0% |