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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 | $25,132 | $126,661-80.2% | $113,397-77.8% | $138,895-81.9% |
| Participation rate | 55.0% | 79.4%-24.4pp | 76.5%-21.5pp | 79.9%-24.9pp |
| Annual return | 19.95% | 25.05%-5.1pp | 23.20%-3.3pp | 145.39%-125.4pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,653 | $5,693-53.4% | $5,076-47.7% | $6,396-58.5% |
| Admin fee / account holder | $229 | $14,549-98.4% | $11,957-98.1% | $12,562-98.2% |