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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 | $58,318 | $69,444-16.0% | $92,985-37.3% | $87,485-33.3% |
| Participation rate | 12.9% | 63.3%-50.4pp | 69.5%-56.6pp | 68.9%-56.0pp |
| Annual return | 18.29% | 23.85%-5.6pp | 27.99%-9.7pp | 26.06%-7.8pp |
| Employer contribution / active EE | $666 | $1,917-65.2% | $2,662-75.0% | $2,596-74.3% |
| Participant deferral / active EE | $1,516 | $3,364-54.9% | $4,377-65.4% | $4,274-64.5% |
| Admin fee / account holder | $273 | $6,137-95.6% | $9,463-97.1% | $7,775-96.5% |