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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 | $22,678 | $69,252-67.3% | $64,099-64.6% | $139,456-83.7% |
| Participation rate | 42.9% | 75.6%-32.7pp | 72.3%-29.5pp | 80.3%-37.5pp |
| Annual return | 15.64% | 45.89%-30.3pp | 33.70%-18.1pp | 373.45%-357.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,748-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,861 | $4,683-60.3% | $3,881-52.1% | $6,711-72.3% |
| Admin fee / account holder | $0 | $4,248-100.0% | $3,070-100.0% | $11,407-100.0% |