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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 | $65,360 | $103,000-36.5% | $90,300-27.6% | $152,885-57.2% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 25.86% | 95.19%-69.3pp | 78.11%-52.3pp | 345.39%-319.5pp |
| Employer contribution / active EE | $1,643 | $3,138-47.7% | $2,854-42.4% | $4,763-65.5% |
| Participant deferral / active EE | $2,403 | $4,281-43.9% | $3,884-38.1% | $5,851-58.9% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |