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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 | $28,797 | $93,064-69.1% | $74,577-61.4% | $273,972-89.5% |
| Participation rate | 15.0% | 74.9%-59.9pp | 68.1%-53.1pp | 83.0%-68.0pp |
| Annual return | 0.00% | 26.18%-26.2pp | 20.47%-20.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,623 | $3,160-48.6% | $2,525-35.7% | $4,869-66.7% |
| Participant deferral / active EE | $2,700 | $4,160-35.1% | $3,458-21.9% | $5,287-48.9% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |