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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 | $80,005 | $81,262-1.5% | $155,602-48.6% | $80,911-1.1% |
| Participation rate | 39.3% | 66.2%-27.0pp | 78.2%-38.9pp | 67.6%-28.4pp |
| Annual return | 12.65% | 33.34%-20.7pp | 64.81%-52.2pp | 35.63%-23.0pp |
| Employer contribution / active EE | $1,065 | $3,102-65.7% | $4,675-77.2% | $2,756-61.3% |
| Participant deferral / active EE | $2,153 | $3,451-37.6% | $5,629-61.8% | $4,297-49.9% |
| Admin fee / account holder | $0 | $7,992-100.0% | $15,923-100.0% | $6,935-100.0% |