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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 | $30,164 | $66,319-54.5% | $93,621-67.8% | $65,186-53.7% |
| Participation rate | 64.3% | 74.0%-9.7pp | 75.8%-11.5pp | 70.2%-5.9pp |
| Annual return | 18.77% | 42.59%-23.8pp | 32.76%-14.0pp | 29.39%-10.6pp |
| Employer contribution / active EE | $1,386 | $2,013-31.1% | $2,719-49.0% | $2,177-36.3% |
| Participant deferral / active EE | $2,279 | $3,343-31.8% | $4,070-44.0% | $3,514-35.2% |
| Admin fee / account holder | $108 | $6,900-98.4% | $7,890-98.6% | $847-87.3% |