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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 | $36,597 | $48,078-23.9% | $78,677-53.5% | $62,881-41.8% |
| Participation rate | 50.5% | 65.2%-14.7pp | 73.6%-23.0pp | 69.3%-18.8pp |
| Annual return | 7.28% | 31.36%-24.1pp | 62.19%-54.9pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,181 | $2,587+23.0% | $3,517-9.5% | $3,203-0.7% |
| Admin fee / account holder | $180 | $3,206-94.4% | $4,510-96.0% | $4,296-95.8% |