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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 | $41,612 | $29,716+40.0% | $56,077-25.8% | $80,925-48.6% |
| Participation rate | 38.7% | 41.7%-3.0pp | 52.5%-13.8pp | 67.7%-28.9pp |
| Annual return | 20.67% | 35.30%-14.6pp | 1709.28%-1688.6pp | 35.65%-15.0pp |
| Employer contribution / active EE | $488 | $671-27.2% | $1,040-53.0% | $2,756-82.3% |
| Participant deferral / active EE | $1,866 | $1,228+51.9% | $1,954-4.5% | $4,299-56.6% |
| Admin fee / account holder | $5 | $2,432-99.8% | $2,825-99.8% | $6,940-99.9% |