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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 | $23,919 | $46,599-48.7% | $64,101-62.7% | $75,173-68.2% |
| Participation rate | 51.9% | 65.9%-14.1pp | 72.3%-20.5pp | 67.2%-15.4pp |
| Annual return | 13.68% | 26.06%-12.4pp | 33.72%-20.0pp | 160.72%-147.0pp |
| Employer contribution / active EE | $937 | $1,975-52.6% | $2,749-65.9% | $2,671-64.9% |
| Participant deferral / active EE | $2,726 | $2,837-3.9% | $3,881-29.8% | $4,126-33.9% |
| Admin fee / account holder | $0 | $2,956-100.0% | $3,070-100.0% | $5,651-100.0% |