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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 | $76,865 | $118,496-35.1% | $98,461-21.9% | $139,466-44.9% |
| Participation rate | 15.4% | 77.5%-62.1pp | 75.2%-59.8pp | 80.3%-64.9pp |
| Annual return | 15.02% | 18.96%-3.9pp | 21.17%-6.2pp | 373.66%-358.6pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $14,056-100.0% | $8,961-100.0% | $11,409-100.0% |