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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 | $30,835 | $64,920-52.5% | $103,693-70.3% | $86,983-64.6% |
| Participation rate | 27.0% | 63.6%-36.6pp | 72.6%-45.6pp | 69.5%-42.5pp |
| Annual return | 16.14% | 30.29%-14.2pp | 47.61%-31.5pp | 25.83%-9.7pp |
| Employer contribution / active EE | $327 | $2,141-84.7% | $2,920-88.8% | $2,584-87.4% |
| Participant deferral / active EE | $1,368 | $3,241-57.8% | $4,579-70.1% | $4,194-67.4% |
| Admin fee / account holder | $164 | $6,191-97.3% | $7,858-97.9% | $7,856-97.9% |