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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 | $83,336 | $37,446+122.5% | $77,513+7.5% | $79,852+4.4% |
| Participation rate | 5.8% | 41.5%-35.7pp | 54.2%-48.4pp | 69.6%-63.8pp |
| Annual return | 27.91% | 39.76%-11.8pp | 54.81%-26.9pp | 31.72%-3.8pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $395 | $1,261-68.7% | $1,861-78.8% | $3,740-89.4% |
| Admin fee / account holder | $182 | $2,506-92.8% | $2,859-93.7% | $5,306-96.6% |