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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 | $21,593 | $81,504-73.5% | $102,437-78.9% | $80,959-73.3% |
| Participation rate | 51.4% | 66.9%-15.4pp | 74.5%-23.1pp | 67.7%-16.2pp |
| Annual return | 12.88% | 25.60%-12.7pp | 24.95%-12.1pp | 35.67%-22.8pp |
| Employer contribution / active EE | $1,214 | $3,104-60.9% | $3,871-68.6% | $2,757-56.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $158 | $6,719-97.6% | $8,388-98.1% | $6,925-97.7% |