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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 | $19,471 | $81,276-76.0% | $155,574-87.5% | $80,925-75.9% |
| Participation rate | 32.4% | 66.2%-33.8pp | 78.2%-45.8pp | 67.7%-35.2pp |
| Annual return | 17.02% | 33.36%-16.3pp | 64.87%-47.8pp | 35.65%-18.6pp |
| Employer contribution / active EE | $557 | $3,103-82.1% | $4,676-88.1% | $2,756-79.8% |
| Participant deferral / active EE | $1,064 | $3,453-69.2% | $5,629-81.1% | $4,299-75.2% |
| Admin fee / account holder | $173 | $7,993-97.8% | $15,914-98.9% | $6,940-97.5% |