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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 | $54,392 | $99,345-45.2% | $84,753-35.8% | $273,972-80.1% |
| Participation rate | 30.0% | 80.7%-50.7pp | 76.6%-46.6pp | 83.0%-53.0pp |
| Annual return | 2.59% | 22.93%-20.3pp | 22.78%-20.2pp | 41.46%-38.9pp |
| Employer contribution / active EE | $738 | $4,214-82.5% | $3,574-79.4% | $4,869-84.8% |
| Participant deferral / active EE | $1,787 | $4,270-58.1% | $3,712-51.8% | $5,287-66.2% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |