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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 | $22,974 | $49,239-53.3% | $70,462-67.4% | $79,858-71.2% |
| Participation rate | 34.1% | 69.2%-35.0pp | 75.1%-40.9pp | 69.6%-35.5pp |
| Annual return | 22.68% | 30.08%-7.4pp | 109.08%-86.4pp | 31.72%-9.0pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,946 | $2,769-29.7% | $3,710-47.5% | $3,740-48.0% |
| Admin fee / account holder | $20 | $2,876-99.3% | $3,845-99.5% | $5,306-99.6% |