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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 | $28,751 | $103,164-72.1% | $90,259-68.1% | $154,746-81.4% |
| Participation rate | 50.0% | 76.1%-26.1pp | 70.7%-20.7pp | 80.7%-30.7pp |
| Annual return | 17.28% | 19.25%-2.0pp | 18.88%-1.6pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,347 | $2,532-46.8% | $2,291-41.2% | $4,379-69.2% |
| Participant deferral / active EE | $1,759 | $4,422-60.2% | $3,827-54.0% | $6,730-73.9% |
| Admin fee / account holder | $0 | $8,593-100.0% | $7,267-100.0% | $14,365-100.0% |