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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 | $58,060 | $103,038-43.7% | $90,324-35.7% | $152,909-62.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 23.56% | 95.25%-71.7pp | 78.15%-54.6pp | 345.46%-321.9pp |
| Employer contribution / active EE | $1,394 | $3,141-55.6% | $2,856-51.2% | $4,764-70.7% |
| Participant deferral / active EE | $7,767 | $4,282+81.4% | $3,885+99.9% | $5,851+32.7% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |