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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 | $21,787 | $35,183-38.1% | $73,550-70.4% | $70,126-68.9% |
| Participation rate | 20.5% | 42.9%-22.5pp | 54.9%-34.5pp | 69.5%-49.1pp |
| Annual return | 23.15% | 26.90%-3.8pp | -15.16%+38.3pp | 73.15%-50.0pp |
| Employer contribution / active EE | $304 | $709-57.1% | $1,219-75.1% | $2,343-87.0% |
| Participant deferral / active EE | $930 | $1,220-23.7% | $1,804-48.4% | $3,332-72.1% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |