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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 | $42,182 | $97,125-56.6% | $86,233-51.1% | $137,256-69.3% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.0%-9.0pp | 80.0%-20.0pp |
| Annual return | 20.33% | 74.19%-53.9pp | 61.39%-41.1pp | 220.34%-200.0pp |
| Employer contribution / active EE | $937 | $2,841-67.0% | $2,504-62.6% | $4,156-77.4% |
| Participant deferral / active EE | $6,806 | $5,180+31.4% | $4,559+49.3% | $6,407+6.2% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |