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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 | $51,219 | $114,013-55.1% | $103,693-50.6% | $155,188-67.0% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 80.8%-20.8pp |
| Annual return | 11.24% | 49.31%-38.1pp | 47.61%-36.4pp | 148.84%-137.6pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,434 | $4,970-71.2% | $4,579-68.7% | $6,531-78.1% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |