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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 | $22,617 | $46,877-51.8% | $122,342-81.5% | $70,131-67.8% |
| Participation rate | 29.0% | 58.2%-29.2pp | 71.6%-42.6pp | 69.5%-40.5pp |
| Annual return | 16.25% | 24.22%-8.0pp | 30.28%-14.0pp | 73.14%-56.9pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,204 | $2,167-44.5% | $3,287-63.4% | $3,332-63.9% |
| Admin fee / account holder | $41 | $3,324-98.8% | $5,478-99.3% | $4,645-99.1% |