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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 | $22,633 | $96,956-76.7% | $69,779-67.6% | $273,972-91.7% |
| Participation rate | 25.0% | 77.1%-52.1pp | 71.8%-46.8pp | 83.0%-58.0pp |
| Annual return | 12.43% | 12.93%-0.5pp | 12.99%-0.6pp | 41.46%-29.0pp |
| Employer contribution / active EE | $880 | $3,316-73.5% | $2,338-62.4% | $4,869-81.9% |
| Participant deferral / active EE | $2,163 | $3,744-42.2% | $2,931-26.2% | $5,287-59.1% |
| Admin fee / account holder | $143 | $7,934-98.2% | $4,381-96.7% | $10,133-98.6% |