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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 | $38,121 | $149,778-74.5% | $118,946-68.0% | $158,966-76.0% |
| Participation rate | 46.2% | 82.1%-35.9pp | 75.4%-29.2pp | 82.0%-35.8pp |
| Annual return | 44.45% | 19.95%+24.5pp | 35.89%+8.6pp | 302.95%-258.5pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,078 | $5,225+35.5% | $4,266+65.9% | $5,983+18.3% |
| Admin fee / account holder | $0 | $8,604-100.0% | $6,581-100.0% | $11,250-100.0% |