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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 | $46,684 | $78,197-40.3% | $98,090-52.4% | $82,637-43.5% |
| Participation rate | 56.0% | 77.5%-21.5pp | 81.5%-25.5pp | 68.1%-12.1pp |
| Annual return | 21.08% | 40.25%-19.2pp | 37.05%-16.0pp | 53.51%-32.4pp |
| Employer contribution / active EE | $1,700 | $2,605-34.7% | $3,606-52.8% | $2,552-33.4% |
| Participant deferral / active EE | $3,216 | $6,636-51.5% | $7,845-59.0% | $4,126-22.1% |
| Admin fee / account holder | $0 | $14,832-100.0% | $11,815-100.0% | $7,339-100.0% |