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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 | $33,610 | $63,346-46.9% | $92,240-63.6% | $70,126-52.1% |
| Participation rate | 46.2% | 68.7%-22.5pp | 76.5%-30.3pp | 69.5%-23.4pp |
| Annual return | 21.24% | 530.19%-509.0pp | 176.29%-155.1pp | 73.15%-51.9pp |
| Employer contribution / active EE | $1,658 | $2,471-32.9% | $3,680-54.9% | $2,343-29.2% |
| Participant deferral / active EE | $3,736 | $2,854+30.9% | $3,897-4.1% | $3,332+12.1% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |