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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 | $44,317 | $107,666-58.8% | $102,184-56.6% | $154,746-71.4% |
| Participation rate | 46.7% | 83.7%-37.1pp | 82.6%-35.9pp | 80.7%-34.0pp |
| Annual return | 15.19% | 29.33%-14.1pp | 31.58%-16.4pp | 172.34%-157.1pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,012 | $8,719-65.5% | $8,309-63.8% | $6,730-55.2% |
| Admin fee / account holder | $222 | $12,943-98.3% | $11,609-98.1% | $14,365-98.5% |