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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 | $19,915 | $47,848-58.4% | $81,473-75.6% | $70,124-71.6% |
| Participation rate | 34.1% | 58.3%-24.1pp | 68.0%-33.8pp | 69.5%-35.4pp |
| Annual return | 17.56% | 27.25%-9.7pp | 38.78%-21.2pp | 73.14%-55.6pp |
| Employer contribution / active EE | $1,411 | $1,527-7.6% | $2,568-45.0% | $2,342-39.7% |
| Participant deferral / active EE | $2,569 | $2,453+4.7% | $3,537-27.4% | $3,332-22.9% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |