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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 | $30,004 | $165,939-81.9% | $122,354-75.5% | $147,585-79.7% |
| Participation rate | 36.8% | 79.6%-42.7pp | 71.6%-34.8pp | 82.8%-46.0pp |
| Annual return | 16.40% | 34.56%-18.2pp | 30.28%-13.9pp | 578.58%-562.2pp |
| Employer contribution / active EE | $534 | $5,754-90.7% | $4,051-86.8% | $4,876-89.0% |
| Participant deferral / active EE | $1,776 | $4,005-55.7% | $3,287-46.0% | $5,439-67.3% |
| Admin fee / account holder | $39 | $7,425-99.5% | $5,479-99.3% | $10,886-99.6% |