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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 | $18,242 | $43,730-58.3% | $121,208-85.0% | $64,181-71.6% |
| Participation rate | 13.9% | 58.3%-44.5pp | 71.8%-57.9pp | 69.6%-55.7pp |
| Annual return | 20.57% | 68.94%-48.4pp | 16.93%+3.6pp | 7.63%+12.9pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,394 | $2,281-38.9% | $3,345-58.3% | $3,470-59.8% |
| Admin fee / account holder | $54 | $3,502-98.5% | $5,020-98.9% | $4,887-98.9% |