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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 | $81,064 | $88,996-8.9% | $78,004+3.9% | $138,895-41.6% |
| Participation rate | 33.3% | 74.4%-41.0pp | 69.4%-36.1pp | 79.9%-46.6pp |
| Annual return | 11.49% | 28.03%-16.5pp | 31.07%-19.6pp | 145.39%-133.9pp |
| Employer contribution / active EE | $590 | $2,917-79.8% | $2,469-76.1% | $4,194-85.9% |
| Participant deferral / active EE | $2,262 | $4,724-52.1% | $4,092-44.7% | $6,396-64.6% |
| Admin fee / account holder | $0 | $8,807-100.0% | $7,578-100.0% | $12,562-100.0% |