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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 | $31,686 | $45,041-29.7% | $63,003-49.7% | $70,131-54.8% |
| Participation rate | 60.0% | 69.5%-9.5pp | 74.8%-14.8pp | 69.5%-9.5pp |
| Annual return | 19.26% | 18.76%+0.5pp | 87.59%-68.3pp | 73.14%-53.9pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,291 | $2,465+33.5% | $3,329-1.1% | $3,332-1.2% |
| Admin fee / account holder | $8 | $2,836-99.7% | $3,600-99.8% | $4,645-99.8% |