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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 | $18,956 | $36,948-48.7% | $73,658-74.3% | $87,485-78.3% |
| Participation rate | 14.8% | 46.8%-32.1pp | 57.0%-42.3pp | 68.9%-54.2pp |
| Annual return | 26.74% | 28.64%-1.9pp | 29.72%-3.0pp | 26.06%+0.7pp |
| Employer contribution / active EE | $555 | $670-17.2% | $1,032-46.3% | $2,596-78.6% |
| Participant deferral / active EE | $1,246 | $1,379-9.6% | $2,062-39.5% | $4,274-70.8% |
| Admin fee / account holder | $0 | $2,531-100.0% | $3,357-100.0% | $7,775-100.0% |