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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 | $34,305 | $77,416-55.7% | $69,464-50.6% | $152,897-77.6% |
| Participation rate | 57.1% | 78.1%-20.9pp | 74.6%-17.5pp | 82.5%-25.3pp |
| Annual return | 21.91% | 39.08%-17.2pp | 28.98%-7.1pp | 345.43%-323.5pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,046 | $4,413-53.6% | $3,536-42.1% | $5,851-65.0% |
| Admin fee / account holder | $279 | $6,208-95.5% | $3,840-92.7% | $11,599-97.6% |