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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 | $26,338 | $46,596-43.5% | $64,085-58.9% | $75,173-65.0% |
| Participation rate | 67.9% | 65.9%+1.9pp | 72.3%-4.4pp | 67.2%+0.7pp |
| Annual return | 14.63% | 26.04%-11.4pp | 33.69%-19.1pp | 160.65%-146.0pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,090 | $2,839+79.3% | $3,881+31.1% | $4,126+23.4% |
| Admin fee / account holder | $101 | $2,954-96.6% | $3,069-96.7% | $5,651-98.2% |