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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 | $29,788 | $78,672-62.1% | $109,163-72.7% | $85,856-65.3% |
| Participation rate | 32.0% | 68.3%-36.3pp | 75.9%-43.9pp | 69.3%-37.3pp |
| Annual return | 14.74% | 25.09%-10.3pp | 25.75%-11.0pp | 318.58%-303.8pp |
| Employer contribution / active EE | $1,586 | $2,734-42.0% | $3,723-57.4% | $2,565-38.2% |
| Participant deferral / active EE | $2,853 | $3,467-17.7% | $4,654-38.7% | $3,952-27.8% |
| Admin fee / account holder | $186 | $5,470-96.6% | $6,754-97.3% | $6,261-97.0% |