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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 | $39,109 | $100,139-60.9% | $85,187-54.1% | $145,884-73.2% |
| Participation rate | 45.5% | 74.1%-28.6pp | 67.5%-22.1pp | 80.3%-34.8pp |
| Annual return | 12.14% | 84.15%-72.0pp | 66.67%-54.5pp | 551.85%-539.7pp |
| Employer contribution / active EE | $1,555 | $3,238-52.0% | $2,732-43.1% | $4,662-66.7% |
| Participant deferral / active EE | $6,462 | $5,296+22.0% | $4,525+42.8% | $6,690-3.4% |
| Admin fee / account holder | $271 | $7,262-96.3% | $6,162-95.6% | $13,392-98.0% |