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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 | $45,852 | $105,198-56.4% | $159,455-71.2% | $85,856-46.6% |
| Participation rate | 68.3% | 75.8%-7.5pp | 82.8%-14.5pp | 69.3%-1.0pp |
| Annual return | 21.25% | 45.08%-23.8pp | 263.63%-242.4pp | 318.58%-297.3pp |
| Employer contribution / active EE | $1,094 | $3,319-67.0% | $4,830-77.4% | $2,565-57.4% |
| Participant deferral / active EE | $3,997 | $5,946-32.8% | $7,353-45.6% | $3,952+1.1% |
| Admin fee / account holder | $2 | $6,934-100.0% | $10,800-100.0% | $6,261-100.0% |