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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 | $25,840 | $79,557-67.5% | $118,746-78.2% | $70,126-63.2% |
| Participation rate | 66.2% | 71.4%-5.1pp | 78.3%-12.1pp | 69.5%-3.3pp |
| Annual return | 0.00% | 25.64%-25.6pp | 24.54%-24.5pp | 73.15%-73.1pp |
| Employer contribution / active EE | $3,146 | $2,861+10.0% | $4,193-25.0% | $2,343+34.3% |
| Participant deferral / active EE | $6,216 | $4,089+52.0% | $5,332+16.6% | $3,332+86.6% |
| Admin fee / account holder | $61 | $5,374-98.9% | $10,720-99.4% | $4,645-98.7% |