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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 | $21,782 | $92,573-76.5% | $85,946-74.7% | $86,983-75.0% |
| Participation rate | 25.5% | 70.5%-45.0pp | 77.2%-51.7pp | 69.5%-44.0pp |
| Annual return | 24.47% | 15.50%+9.0pp | 31.33%-6.9pp | 25.83%-1.4pp |
| Employer contribution / active EE | $0 | $4,254-100.0% | $4,539-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,735 | $3,999-56.6% | $5,465-68.3% | $4,194-58.6% |
| Admin fee / account holder | $231 | $7,308-96.8% | $11,250-97.9% | $7,856-97.1% |