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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 | $27,742 | $48,337-42.6% | $67,560-58.9% | $80,959-65.7% |
| Participation rate | 29.7% | 66.4%-36.7pp | 72.9%-43.2pp | 67.7%-37.9pp |
| Annual return | 14.59% | 18.26%-3.7pp | 3533.50%-3518.9pp | 35.67%-21.1pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,806 | $2,928-38.3% | $4,004-54.9% | $4,300-58.0% |
| Admin fee / account holder | $0 | $3,695-100.0% | $3,994-100.0% | $6,925-100.0% |