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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 | $74,624 | $181,896-59.0% | $156,551-52.3% | $273,972-72.8% |
| Participation rate | 28.6% | 88.4%-59.8pp | 84.0%-55.4pp | 83.0%-54.4pp |
| Annual return | 11.23% | 30.74%-19.5pp | 32.23%-21.0pp | 41.46%-30.2pp |
| Employer contribution / active EE | $1,689 | $6,248-73.0% | $5,501-69.3% | $4,869-65.3% |
| Participant deferral / active EE | $3,240 | $5,550-41.6% | $4,871-33.5% | $5,287-38.7% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |