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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 | $58,733 | $98,240-40.2% | $82,313-28.6% | $147,585-60.2% |
| Participation rate | 46.7% | 79.7%-33.1pp | 76.9%-30.2pp | 82.8%-36.2pp |
| Annual return | 11.28% | 30.85%-19.6pp | 25.88%-14.6pp | 578.58%-567.3pp |
| Employer contribution / active EE | $678 | $3,192-78.7% | $2,428-72.1% | $4,876-86.1% |
| Participant deferral / active EE | $1,389 | $4,383-68.3% | $3,706-62.5% | $5,439-74.5% |
| Admin fee / account holder | $214 | $8,563-97.5% | $5,608-96.2% | $10,886-98.0% |