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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 | $17,602 | $42,383-58.5% | $76,518-77.0% | $64,173-72.6% |
| Participation rate | 42.4% | 58.1%-15.7pp | 68.0%-25.6pp | 69.6%-27.1pp |
| Annual return | 20.75% | -16.54%+37.3pp | -0.27%+21.0pp | 7.63%+13.1pp |
| Employer contribution / active EE | $1,032 | $1,563-34.0% | $2,647-61.0% | $2,381-56.6% |
| Participant deferral / active EE | $1,507 | $2,566-41.3% | $3,836-60.7% | $3,470-56.6% |
| Admin fee / account holder | $2 | $3,198-100.0% | $4,849-100.0% | $4,887-100.0% |