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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 | $16,884 | $60,442-72.1% | $96,754-82.5% | $87,485-80.7% |
| Participation rate | 51.6% | 58.7%-7.1pp | 70.3%-18.7pp | 68.9%-17.3pp |
| Annual return | 21.17% | 21.97%-0.8pp | 82.04%-60.9pp | 26.06%-4.9pp |
| Employer contribution / active EE | $734 | $1,691-56.6% | $2,679-72.6% | $2,596-71.7% |
| Participant deferral / active EE | $1,819 | $3,280-44.5% | $4,758-61.8% | $4,274-57.4% |
| Admin fee / account holder | $240 | $5,069-95.3% | $8,905-97.3% | $7,775-96.9% |