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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 | $10,343 | $76,407-86.5% | $150,298-93.1% | $82,448-87.5% |
| Participation rate | 47.4% | 66.4%-19.0pp | 77.8%-30.4pp | 68.1%-20.7pp |
| Annual return | 21.59% | 39.99%-18.4pp | 62.79%-41.2pp | 41.64%-20.1pp |
| Employer contribution / active EE | $639 | $2,614-75.6% | $4,154-84.6% | $2,551-75.0% |
| Participant deferral / active EE | $1,188 | $3,214-63.1% | $5,453-78.2% | $4,139-71.3% |
| Admin fee / account holder | $116 | $6,352-98.2% | $14,116-99.2% | $7,234-98.4% |