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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 | $28,519 | $57,541-50.4% | $95,728-70.2% | $75,181-62.1% |
| Participation rate | 16.0% | 62.5%-46.5pp | 72.3%-56.2pp | 67.2%-51.1pp |
| Annual return | 17.89% | 34.93%-17.0pp | 28.40%-10.5pp | 160.69%-142.8pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,245-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $4,099-100.0% | $5,673-100.0% | $5,650-100.0% |