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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 | $23,790 | $64,359-63.0% | $90,161-73.6% | $70,126-66.1% |
| Participation rate | 50.0% | 70.4%-20.4pp | 76.9%-26.9pp | 69.5%-19.5pp |
| Annual return | 34.47% | 28.13%+6.3pp | 34.89%-0.4pp | 73.15%-38.7pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,962 | $4,389+58.6% | $5,287+31.7% | $3,332+108.9% |
| Admin fee / account holder | $59 | $3,945-98.5% | $5,943-99.0% | $4,645-98.7% |