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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 | $65,838 | $153,311-57.1% | $109,313-39.8% | $273,972-76.0% |
| Participation rate | 20.0% | 80.1%-60.1pp | 71.3%-51.3pp | 83.0%-63.0pp |
| Annual return | 3.30% | 29.86%-26.6pp | 22.07%-18.8pp | 41.46%-38.2pp |
| Employer contribution / active EE | $1,545 | $5,619-72.5% | $3,892-60.3% | $4,869-68.3% |
| Participant deferral / active EE | $662 | $3,932-83.2% | $3,166-79.1% | $5,287-87.5% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |