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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 | $82,134 | $94,439-13.0% | $73,658+11.5% | $154,746-46.9% |
| Participation rate | 16.7% | 64.7%-48.0pp | 57.0%-40.4pp | 80.7%-64.0pp |
| Annual return | 20.28% | 28.25%-8.0pp | 29.72%-9.4pp | 172.34%-152.1pp |
| Employer contribution / active EE | $471 | $1,257-62.6% | $1,032-54.4% | $4,379-89.3% |
| Participant deferral / active EE | $1,105 | $2,527-56.3% | $2,062-46.4% | $6,730-83.6% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |