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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 | $29,167 | $61,338-52.4% | $149,717-80.5% | $71,495-59.2% |
| Participation rate | 36.2% | 62.5%-26.4pp | 78.8%-42.6pp | 67.9%-31.8pp |
| Annual return | 28.55% | 35.86%-7.3pp | 134.41%-105.9pp | 28.85%-0.3pp |
| Employer contribution / active EE | $0 | $2,381-100.0% | $4,820-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,628 | $2,919-10.0% | $5,682-53.8% | $4,291-38.8% |
| Admin fee / account holder | $100 | $1,263-92.1% | $13,213-99.2% | $1,588-93.7% |