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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 | $14,726 | $78,690-81.3% | $161,489-90.9% | $87,485-83.2% |
| Participation rate | 28.1% | 67.5%-39.3pp | 78.7%-50.6pp | 68.9%-40.8pp |
| Annual return | 18.00% | 32.74%-14.7pp | 89.72%-71.7pp | 26.06%-8.1pp |
| Employer contribution / active EE | $781 | $2,588-69.8% | $4,268-81.7% | $2,596-69.9% |
| Participant deferral / active EE | $1,822 | $3,311-45.0% | $5,630-67.6% | $4,274-57.4% |
| Admin fee / account holder | $90 | $6,724-98.7% | $16,006-99.4% | $7,775-98.8% |