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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 | $31,565 | $85,171-62.9% | $172,753-81.7% | $72,976-56.7% |
| Participation rate | 65.0% | 70.1%-5.1pp | 82.6%-17.6pp | 69.5%-4.5pp |
| Annual return | 24.40% | 27.32%-2.9pp | 803.00%-778.6pp | 81.02%-56.6pp |
| Employer contribution / active EE | $529 | $3,324-84.1% | $5,144-89.7% | $2,440-78.3% |
| Participant deferral / active EE | $968 | $3,260-70.3% | $5,198-81.4% | $3,608-73.2% |
| Admin fee / account holder | $230 | $5,880-96.1% | $13,956-98.3% | $5,124-95.5% |