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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 | $113,922 | $94,439+20.6% | $73,658+54.7% | $154,746-26.4% |
| Participation rate | 62.5% | 64.7%-2.2pp | 57.0%+5.5pp | 80.7%-18.2pp |
| Annual return | 1.50% | 28.25%-26.8pp | 29.72%-28.2pp | 172.34%-170.8pp |
| Employer contribution / active EE | $125 | $1,257-90.1% | $1,032-87.9% | $4,379-97.1% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $2,062-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |