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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 | $34,670 | $157,304-78.0% | $141,197-75.4% | $152,909-77.3% |
| Participation rate | 31.3% | 84.8%-53.6pp | 82.5%-51.2pp | 82.5%-51.2pp |
| Annual return | 169.72% | 64.34%+105.4pp | 71.41%+98.3pp | 345.46%-175.7pp |
| Employer contribution / active EE | $1,282 | $5,263-75.6% | $4,736-72.9% | $4,764-73.1% |
| Participant deferral / active EE | $3,114 | $7,111-56.2% | $6,710-53.6% | $5,851-46.8% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |