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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 | $43,580 | $53,837-19.1% | $75,717-42.4% | $85,856-49.2% |
| Participation rate | 20.5% | 69.1%-48.5pp | 74.8%-54.3pp | 69.3%-48.8pp |
| Annual return | 27.48% | 24.54%+2.9pp | 104.58%-77.1pp | 318.58%-291.1pp |
| Employer contribution / active EE | $634 | $2,017-68.6% | $2,743-76.9% | $2,565-75.3% |
| Participant deferral / active EE | $1,163 | $2,895-59.8% | $3,821-69.6% | $3,952-70.6% |
| Admin fee / account holder | $209 | $3,341-93.7% | $3,619-94.2% | $6,261-96.7% |