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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 | $54,763 | $43,333+26.4% | $59,883-8.5% | $64,181-14.7% |
| Participation rate | 29.5% | 69.2%-39.6pp | 74.7%-45.2pp | 69.6%-40.0pp |
| Annual return | -3.60% | -1.55%-2.0pp | 3.46%-7.1pp | 7.63%-11.2pp |
| Employer contribution / active EE | $542 | $2,029-73.3% | $2,722-80.1% | $2,381-77.2% |
| Participant deferral / active EE | $1,304 | $2,547-48.8% | $3,402-61.7% | $3,470-62.4% |
| Admin fee / account holder | $0 | $3,006-100.0% | $3,591-100.0% | $4,887-100.0% |