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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 | $13,270 | $36,948-64.1% | $73,658-82.0% | $87,485-84.8% |
| Participation rate | 9.5% | 46.8%-37.3pp | 57.0%-47.5pp | 68.9%-59.4pp |
| Annual return | 17.19% | 28.64%-11.4pp | 29.72%-12.5pp | 26.06%-8.9pp |
| Employer contribution / active EE | $190 | $670-71.6% | $1,032-81.5% | $2,596-92.7% |
| Participant deferral / active EE | $0 | $1,379-100.0% | $2,062-100.0% | $4,274-100.0% |
| Admin fee / account holder | $120 | $2,531-95.2% | $3,357-96.4% | $7,775-98.5% |