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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 | $55,828 | $43,075+29.6% | $74,577-25.1% | $62,881-11.2% |
| Participation rate | 21.4% | 58.1%-36.6pp | 68.1%-46.7pp | 69.3%-47.9pp |
| Annual return | 7.28% | 17.50%-10.2pp | 20.47%-13.2pp | 20.14%-12.9pp |
| Employer contribution / active EE | $575 | $1,498-61.6% | $2,525-77.2% | $2,281-74.8% |
| Participant deferral / active EE | $1,387 | $2,389-41.9% | $3,458-59.9% | $3,203-56.7% |
| Admin fee / account holder | $4 | $2,840-99.9% | $4,138-99.9% | $4,296-99.9% |