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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 | $34,126 | $72,269-52.8% | $101,271-66.3% | $79,852-57.3% |
| Participation rate | 43.2% | 68.5%-25.3pp | 75.8%-32.6pp | 69.6%-26.5pp |
| Annual return | 22.81% | 22.29%+0.5pp | 46.48%-23.7pp | 31.72%-8.9pp |
| Employer contribution / active EE | $750 | $2,692-72.1% | $3,660-79.5% | $2,471-69.6% |
| Participant deferral / active EE | $2,559 | $3,282-22.0% | $4,371-41.5% | $3,740-31.6% |
| Admin fee / account holder | $62 | $4,401-98.6% | $5,948-99.0% | $5,306-98.8% |