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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 | $38,140 | $63,346-39.8% | $92,240-58.7% | $70,126-45.6% |
| Participation rate | 57.1% | 68.7%-11.5pp | 76.5%-19.3pp | 69.5%-12.4pp |
| Annual return | 25.26% | 530.19%-504.9pp | 176.29%-151.0pp | 73.15%-47.9pp |
| Employer contribution / active EE | $1,650 | $2,471-33.2% | $3,680-55.2% | $2,343-29.6% |
| Participant deferral / active EE | $2,446 | $2,854-14.3% | $3,897-37.2% | $3,332-26.6% |
| Admin fee / account holder | $270 | $3,841-93.0% | $5,194-94.8% | $4,645-94.2% |