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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 | $52,330 | $54,541-4.1% | $78,778-33.6% | $70,126-25.4% |
| Participation rate | 46.5% | 60.8%-14.3pp | 69.2%-22.7pp | 69.5%-23.0pp |
| Annual return | 18.40% | 21.07%-2.7pp | 35.62%-17.2pp | 73.15%-54.7pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,633 | $2,210-26.1% | $2,958-44.8% | $3,332-51.0% |
| Admin fee / account holder | $214 | $3,709-94.2% | $5,134-95.8% | $4,645-95.4% |