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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 | $52,837 | $80,781-34.6% | $102,437-48.4% | $74,478-29.1% |
| Participation rate | 36.3% | 65.7%-29.4pp | 74.5%-38.2pp | 67.2%-30.9pp |
| Annual return | 33.31% | 27.58%+5.7pp | 24.95%+8.4pp | 1370.56%-1337.2pp |
| Employer contribution / active EE | $1,586 | $3,160-49.8% | $3,871-59.0% | $2,626-39.6% |
| Participant deferral / active EE | $2,350 | $3,862-39.1% | $5,060-53.6% | $4,350-46.0% |
| Admin fee / account holder | $230 | $2,372-90.3% | $8,388-97.3% | $1,946-88.2% |