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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 | $48,884 | $29,736+64.4% | $56,033-12.8% | $80,935-39.6% |
| Participation rate | 12.9% | 41.7%-28.8pp | 52.5%-39.6pp | 67.7%-54.8pp |
| Annual return | 21.41% | 35.28%-13.9pp | 1711.38%-1690.0pp | 35.66%-14.3pp |
| Employer contribution / active EE | $475 | $671-29.2% | $1,041-54.3% | $2,757-82.8% |
| Participant deferral / active EE | $2,040 | $1,228+66.1% | $1,954+4.4% | $4,299-52.5% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,827-100.0% | $6,924-100.0% |