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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 | $29,891 | $37,156-19.6% | $83,854-64.4% | $86,983-65.6% |
| Participation rate | 28.6% | 49.1%-20.5pp | 59.1%-30.5pp | 69.5%-41.0pp |
| Annual return | 17.43% | 29.88%-12.4pp | 31.39%-14.0pp | 25.83%-8.4pp |
| Employer contribution / active EE | $508 | $661-23.1% | $1,017-50.1% | $2,584-80.3% |
| Participant deferral / active EE | $692 | $1,418-51.2% | $2,035-66.0% | $4,194-83.5% |
| Admin fee / account holder | $0 | $2,510-100.0% | $3,197-100.0% | $7,856-100.0% |