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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 | $71,809 | $85,171-15.7% | $172,752-58.4% | $72,975-1.6% |
| Participation rate | 39.5% | 70.1%-30.6pp | 82.6%-43.2pp | 69.5%-30.0pp |
| Annual return | 20.45% | 27.32%-6.9pp | 802.97%-782.5pp | 81.01%-60.6pp |
| Employer contribution / active EE | $654 | $3,324-80.3% | $5,144-87.3% | $2,440-73.2% |
| Participant deferral / active EE | $1,810 | $3,260-44.5% | $5,198-65.2% | $3,608-49.8% |
| Admin fee / account holder | $18 | $5,880-99.7% | $13,955-99.9% | $5,124-99.6% |