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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 | $20,620 | $117,426-82.4% | $99,470-79.3% | $152,885-86.5% |
| Participation rate | 13.6% | 77.5%-63.9pp | 73.8%-60.2pp | 82.5%-68.8pp |
| Annual return | 17.69% | 31.87%-14.2pp | 30.72%-13.0pp | 345.39%-327.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $7,634-100.0% | $6,252-100.0% | $11,598-100.0% |