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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 | $47,231 | $106,008-55.4% | $92,240-48.8% | $147,586-68.0% |
| Participation rate | 25.0% | 80.4%-55.4pp | 76.5%-51.5pp | 82.8%-57.8pp |
| Annual return | 22.92% | 50.05%-27.1pp | 176.29%-153.4pp | 578.59%-555.7pp |
| Employer contribution / active EE | $828 | $4,333-80.9% | $3,680-77.5% | $4,876-83.0% |
| Participant deferral / active EE | $1,270 | $4,478-71.6% | $3,897-67.4% | $5,439-76.6% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |