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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 | $37,973 | $43,333-12.4% | $59,883-36.6% | $64,181-40.8% |
| Participation rate | 38.2% | 69.2%-31.0pp | 74.7%-36.5pp | 69.6%-31.4pp |
| Annual return | 12.51% | -1.55%+14.1pp | 3.46%+9.1pp | 7.63%+4.9pp |
| Employer contribution / active EE | $0 | $2,029-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,724 | $2,547+6.9% | $3,402-19.9% | $3,470-21.5% |
| Admin fee / account holder | $249 | $3,006-91.7% | $3,591-93.1% | $4,887-94.9% |