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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 | $6,556 | $76,407-91.4% | $150,298-95.6% | $82,448-92.0% |
| Participation rate | 38.7% | 66.4%-27.7pp | 77.8%-39.1pp | 68.1%-29.4pp |
| Annual return | 33.58% | 39.99%-6.4pp | 62.79%-29.2pp | 41.64%-8.1pp |
| Employer contribution / active EE | $427 | $2,614-83.7% | $4,154-89.7% | $2,551-83.2% |
| Participant deferral / active EE | $975 | $3,214-69.7% | $5,453-82.1% | $4,139-76.4% |
| Admin fee / account holder | $48 | $6,352-99.2% | $14,116-99.7% | $7,234-99.3% |