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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 | $16,641 | $93,064-82.1% | $74,577-77.7% | $273,972-93.9% |
| Participation rate | 57.1% | 74.9%-17.8pp | 68.1%-11.0pp | 83.0%-25.9pp |
| Annual return | 9.79% | 26.18%-16.4pp | 20.47%-10.7pp | 41.46%-31.7pp |
| Employer contribution / active EE | $1,392 | $3,160-55.9% | $2,525-44.9% | $4,869-71.4% |
| Participant deferral / active EE | $3,006 | $4,160-27.7% | $3,458-13.1% | $5,287-43.1% |
| Admin fee / account holder | $2 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |