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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 | $18,729 | $72,027-74.0% | $185,835-89.9% | $79,852-76.5% |
| Participation rate | 48.8% | 65.8%-17.0pp | 78.0%-29.3pp | 69.6%-20.9pp |
| Annual return | 15.32% | 23.13%-7.8pp | 35.96%-20.6pp | 31.72%-16.4pp |
| Employer contribution / active EE | $635 | $1,965-67.7% | $4,087-84.5% | $2,471-74.3% |
| Participant deferral / active EE | $1,745 | $3,780-53.8% | $5,633-69.0% | $3,740-53.4% |
| Admin fee / account holder | $267 | $4,513-94.1% | $9,502-97.2% | $5,306-95.0% |