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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 | $21,332 | $56,277-62.1% | $80,976-73.7% | $62,891-66.1% |
| Participation rate | 34.0% | 69.0%-34.9pp | 75.8%-41.8pp | 69.3%-35.3pp |
| Annual return | 18.30% | 22.12%-3.8pp | 17.10%+1.2pp | 20.14%-1.8pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,056 | $4,195-27.2% | $5,696-46.4% | $3,203-4.6% |
| Admin fee / account holder | $282 | $3,741-92.5% | $5,516-94.9% | $4,296-93.4% |