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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 | $24,284 | $81,504-70.2% | $102,437-76.3% | $80,959-70.0% |
| Participation rate | 66.1% | 66.9%-0.7pp | 74.5%-8.4pp | 67.7%-1.6pp |
| Annual return | 13.74% | 25.60%-11.9pp | 24.95%-11.2pp | 35.67%-21.9pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,734 | $3,871-55.2% | $5,060-65.7% | $4,300-59.7% |
| Admin fee / account holder | $151 | $6,719-97.7% | $8,388-98.2% | $6,925-97.8% |