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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 | $57,293 | $124,330-53.9% | $109,173-47.5% | $167,536-65.8% |
| Participation rate | 42.1% | 79.5%-37.3pp | 75.9%-33.8pp | 82.1%-40.0pp |
| Annual return | 17.89% | 26.04%-8.2pp | 25.75%-7.9pp | 478.82%-460.9pp |
| Employer contribution / active EE | $1,033 | $4,209-75.5% | $3,723-72.3% | $4,839-78.7% |
| Participant deferral / active EE | $3,622 | $5,256-31.1% | $4,654-22.2% | $6,342-42.9% |
| Admin fee / account holder | $292 | $7,974-96.3% | $6,755-95.7% | $12,315-97.6% |