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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 | $14,220 | $51,638-72.5% | $68,368-79.2% | $82,448-82.8% |
| Participation rate | 22.2% | 63.6%-41.4pp | 73.8%-51.5pp | 68.1%-45.8pp |
| Annual return | 17.39% | 37.53%-20.1pp | 292.57%-275.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $599 | $2,914-79.4% | $4,123-85.5% | $4,139-85.5% |
| Admin fee / account holder | $64 | $4,643-98.6% | $5,150-98.8% | $7,234-99.1% |