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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 | $23,596 | $60,442-61.0% | $96,754-75.6% | $87,485-73.0% |
| Participation rate | 35.7% | 58.7%-23.0pp | 70.3%-34.6pp | 68.9%-33.2pp |
| Annual return | 17.27% | 21.97%-4.7pp | 82.04%-64.8pp | 26.06%-8.8pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,280-100.0% | $4,758-100.0% | $4,274-100.0% |
| Admin fee / account holder | $180 | $5,069-96.5% | $8,905-98.0% | $7,775-97.7% |