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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 | $23,025 | $81,457-71.7% | $103,378-77.7% | $80,911-71.5% |
| Participation rate | 57.6% | 66.8%-9.3pp | 74.5%-16.9pp | 67.6%-10.1pp |
| Annual return | 13.28% | 25.58%-12.3pp | 24.91%-11.6pp | 35.63%-22.4pp |
| Employer contribution / active EE | $2,016 | $3,107-35.1% | $3,870-47.9% | $2,756-26.8% |
| Participant deferral / active EE | $2,177 | $3,871-43.8% | $5,058-57.0% | $4,297-49.3% |
| Admin fee / account holder | $16 | $6,717-99.8% | $8,401-99.8% | $6,935-99.8% |