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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 | $35,683 | $69,118-48.4% | $53,647-33.5% | $138,895-74.3% |
| Participation rate | 27.3% | 64.0%-36.7pp | 56.3%-29.0pp | 79.9%-52.6pp |
| Annual return | 14.89% | 248.26%-233.4pp | 358.33%-343.4pp | 145.39%-130.5pp |
| Employer contribution / active EE | $401 | $1,189-66.2% | $962-58.3% | $4,194-90.4% |
| Participant deferral / active EE | $689 | $2,274-69.7% | $1,813-62.0% | $6,396-89.2% |
| Admin fee / account holder | $30 | $2,724-98.9% | $2,460-98.8% | $12,562-99.8% |