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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 | $59,988 | $73,863-18.8% | $143,797-58.3% | $68,490-12.4% |
| Participation rate | 37.8% | 66.7%-28.9pp | 80.3%-42.5pp | 67.9%-30.1pp |
| Annual return | 2.16% | 0.91%+1.2pp | -0.04%+2.2pp | -7.85%+10.0pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,756-100.0% | $14,679-100.0% | $5,403-100.0% |