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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 | $36,088 | $58,258-38.1% | $81,820-55.9% | $80,925-55.4% |
| Participation rate | 47.7% | 63.5%-15.7pp | 72.4%-24.7pp | 67.7%-19.9pp |
| Annual return | 13.76% | 41.76%-28.0pp | 777.93%-764.2pp | 35.65%-21.9pp |
| Employer contribution / active EE | $438 | $2,345-81.3% | $2,915-85.0% | $2,756-84.1% |
| Participant deferral / active EE | $906 | $3,284-72.4% | $4,323-79.0% | $4,299-78.9% |
| Admin fee / account holder | $3 | $4,976-99.9% | $7,391-100.0% | $6,940-100.0% |