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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 | $23,960 | $77,638-69.1% | $156,551-84.7% | $62,881-61.9% |
| Participation rate | 45.7% | 71.2%-25.5pp | 84.0%-38.3pp | 69.3%-23.6pp |
| Annual return | 6.95% | 50.33%-43.4pp | 32.23%-25.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,067 | $3,046-32.1% | $4,871-57.6% | $3,203-35.5% |
| Admin fee / account holder | $15 | $5,561-99.7% | $13,028-99.9% | $4,296-99.7% |