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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 | $71,720 | $102,422-30.0% | $147,117-51.2% | $80,959-11.4% |
| Participation rate | 48.0% | 75.9%-27.9pp | 82.2%-34.2pp | 67.7%-19.7pp |
| Annual return | 12.28% | 135.16%-122.9pp | 420.54%-408.3pp | 35.67%-23.4pp |
| Employer contribution / active EE | $2,123 | $3,717-42.9% | $4,932-57.0% | $2,757-23.0% |
| Participant deferral / active EE | $3,792 | $6,652-43.0% | $8,065-53.0% | $4,300-11.8% |
| Admin fee / account holder | $0 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |