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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 | $53,415 | $32,037+66.7% | $69,182-22.8% | $62,881-15.1% |
| Participation rate | 16.9% | 43.4%-26.5pp | 55.1%-38.2pp | 69.3%-52.4pp |
| Annual return | 7.07% | 15.16%-8.1pp | -21.93%+29.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $483 | $679-28.9% | $1,206-59.9% | $2,281-78.8% |
| Participant deferral / active EE | $674 | $1,185-43.1% | $1,897-64.5% | $3,203-79.0% |
| Admin fee / account holder | $249 | $2,608-90.5% | $2,697-90.8% | $4,296-94.2% |