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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 | $38,716 | $69,274-44.1% | $64,097-39.6% | $139,487-72.2% |
| Participation rate | 60.0% | 75.6%-15.6pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 16.00% | 46.00%-30.0pp | 33.75%-17.7pp | 373.84%-357.8pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,750-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,055 | $4,685+7.9% | $3,881+30.2% | $6,713-24.7% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,407-100.0% |