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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 | $27,693 | $48,284-42.6% | $67,524-59.0% | $80,911-65.8% |
| Participation rate | 62.2% | 66.4%-4.2pp | 72.9%-10.7pp | 67.6%-5.4pp |
| Annual return | 29.48% | 18.27%+11.2pp | 3519.41%-3489.9pp | 35.63%-6.1pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,234 | $2,927+78.9% | $4,001+30.8% | $4,297+21.8% |
| Admin fee / account holder | $65 | $3,688-98.2% | $4,001-98.4% | $6,935-99.1% |