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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 | $45,563 | $83,908-45.7% | $68,509-33.5% | $125,388-63.7% |
| Participation rate | 20.0% | 78.2%-58.2pp | 74.7%-54.7pp | 83.2%-63.2pp |
| Annual return | 0.19% | 14.48%-14.3pp | 8.27%-8.1pp | 282.24%-282.0pp |
| Employer contribution / active EE | $863 | $3,031-71.5% | $2,278-62.1% | $4,866-82.3% |
| Participant deferral / active EE | $1,726 | $4,125-58.1% | $3,382-49.0% | $5,352-67.7% |
| Admin fee / account holder | $143 | $8,982-98.4% | $5,275-97.3% | $9,541-98.5% |