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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 | $34,399 | $62,592-45.0% | $85,709-59.9% | $85,847-59.9% |
| Participation rate | 7.7% | 61.1%-53.4pp | 69.9%-62.2pp | 69.3%-61.6pp |
| Annual return | 188.12% | 23.77%+164.4pp | 21.49%+166.6pp | 318.61%-130.5pp |
| Employer contribution / active EE | $355 | $1,755-79.8% | $2,619-86.5% | $2,565-86.2% |
| Participant deferral / active EE | $1,935 | $2,802-31.0% | $3,924-50.7% | $3,952-51.0% |
| Admin fee / account holder | $235 | $4,643-94.9% | $6,876-96.6% | $6,261-96.2% |