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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 | $20,391 | $76,407-73.3% | $150,298-86.4% | $82,448-75.3% |
| Participation rate | 29.2% | 66.4%-37.2pp | 77.8%-48.5pp | 68.1%-38.8pp |
| Annual return | 19.86% | 39.99%-20.1pp | 62.79%-42.9pp | 41.64%-21.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,326 | $3,214-58.7% | $5,453-75.7% | $4,139-68.0% |
| Admin fee / account holder | $285 | $6,352-95.5% | $14,116-98.0% | $7,234-96.1% |