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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 | $23,279 | $52,678-55.8% | $75,784-69.3% | $59,633-61.0% |
| Participation rate | 53.7% | 67.2%-13.6pp | 75.8%-22.2pp | 68.7%-15.0pp |
| Annual return | 0.19% | 2.95%-2.8pp | 9.68%-9.5pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $578 | $2,193-73.6% | $3,323-82.6% | $2,203-73.7% |
| Participant deferral / active EE | $1,530 | $2,591-40.9% | $3,652-58.1% | $3,192-52.1% |
| Admin fee / account holder | $38 | $3,610-98.9% | $5,300-99.3% | $4,297-99.1% |