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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 | $47,383 | $96,558-50.9% | $80,977-41.5% | $273,972-82.7% |
| Participation rate | 55.6% | 79.1%-23.5pp | 75.8%-20.3pp | 83.0%-27.5pp |
| Annual return | 8.77% | 15.14%-6.4pp | 17.11%-8.3pp | 41.46%-32.7pp |
| Employer contribution / active EE | $1,163 | $4,869-76.1% | $3,715-68.7% | $4,869-76.1% |
| Participant deferral / active EE | $3,069 | $6,598-53.5% | $5,696-46.1% | $5,287-41.9% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |