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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 | $7,032 | $94,439-92.6% | $73,658-90.5% | $154,746-95.5% |
| Participation rate | 50.0% | 64.7%-14.7pp | 57.0%-7.0pp | 80.7%-30.7pp |
| Annual return | 20.78% | 28.25%-7.5pp | 29.72%-8.9pp | 172.34%-151.6pp |
| Employer contribution / active EE | $512 | $1,257-59.3% | $1,032-50.4% | $4,379-88.3% |
| Participant deferral / active EE | $768 | $2,527-69.6% | $2,062-62.8% | $6,730-88.6% |
| Admin fee / account holder | $28 | $3,843-99.3% | $3,357-99.2% | $14,365-99.8% |