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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 | $11,160 | $37,156-70.0% | $83,854-86.7% | $86,983-87.2% |
| Participation rate | 36.8% | 49.1%-12.2pp | 59.1%-22.3pp | 69.5%-32.7pp |
| Annual return | 20.76% | 29.88%-9.1pp | 31.39%-10.6pp | 25.83%-5.1pp |
| Employer contribution / active EE | $589 | $661-10.9% | $1,017-42.1% | $2,584-77.2% |
| Participant deferral / active EE | $878 | $1,418-38.1% | $2,035-56.8% | $4,194-79.1% |
| Admin fee / account holder | $300 | $2,510-88.1% | $3,197-90.6% | $7,856-96.2% |