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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 | $36,504 | $48,078-24.1% | $78,676-53.6% | $62,881-41.9% |
| Participation rate | 27.6% | 65.2%-37.6pp | 73.6%-46.0pp | 69.3%-41.7pp |
| Annual return | 10.22% | 31.36%-21.1pp | 62.19%-52.0pp | 20.14%-9.9pp |
| Employer contribution / active EE | $809 | $2,015-59.9% | $2,850-71.6% | $2,281-64.5% |
| Participant deferral / active EE | $1,959 | $2,587-24.3% | $3,517-44.3% | $3,203-38.9% |
| Admin fee / account holder | $28 | $3,206-99.1% | $4,510-99.4% | $4,296-99.3% |