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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 | $19,413 | $74,535-74.0% | $100,712-80.7% | $82,637-76.5% |
| Participation rate | 40.5% | 61.2%-20.6pp | 69.3%-28.7pp | 68.1%-27.5pp |
| Annual return | 19.46% | 18.92%+0.5pp | 33.27%-13.8pp | 53.51%-34.0pp |
| Employer contribution / active EE | $635 | $1,503-57.8% | $2,313-72.6% | $2,552-75.1% |
| Participant deferral / active EE | $1,330 | $3,074-56.7% | $4,085-67.4% | $4,126-67.8% |
| Admin fee / account holder | $294 | $6,576-95.5% | $9,256-96.8% | $7,339-96.0% |