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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 | $37,048 | $93,064-60.2% | $74,577-50.3% | $273,972-86.5% |
| Participation rate | 36.4% | 74.9%-38.6pp | 68.1%-31.7pp | 83.0%-46.7pp |
| Annual return | 8.61% | 26.18%-17.6pp | 20.47%-11.9pp | 41.46%-32.8pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,536 | $4,160-63.1% | $3,458-55.6% | $5,287-70.9% |
| Admin fee / account holder | $12 | $5,273-99.8% | $4,138-99.7% | $10,133-99.9% |