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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 | $46,367 | $96,643-52.0% | $86,617-46.5% | $139,456-66.8% |
| Participation rate | 54.5% | 74.4%-19.9pp | 71.7%-17.2pp | 80.3%-25.8pp |
| Annual return | 23.13% | 106.57%-83.4pp | 591.91%-568.8pp | 373.45%-350.3pp |
| Employer contribution / active EE | $1,024 | $3,264-68.6% | $3,023-66.1% | $4,753-78.5% |
| Participant deferral / active EE | $3,264 | $4,835-32.5% | $4,437-26.4% | $6,711-51.4% |
| Admin fee / account holder | $5 | $6,406-99.9% | $5,613-99.9% | $11,407-100.0% |