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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 | $27,518 | $35,183-21.8% | $73,550-62.6% | $70,126-60.8% |
| Participation rate | 27.3% | 42.9%-15.7pp | 54.9%-27.7pp | 69.5%-42.3pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.15%-73.1pp |
| Employer contribution / active EE | $474 | $709-33.1% | $1,219-61.1% | $2,343-79.8% |
| Participant deferral / active EE | $1,521 | $1,220+24.7% | $1,804-15.7% | $3,332-54.3% |
| Admin fee / account holder | $159 | $2,302-93.1% | $2,320-93.2% | $4,645-96.6% |