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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 | $20,970 | $58,275-64.0% | $81,844-74.4% | $80,935-74.1% |
| Participation rate | 52.0% | 63.5%-11.5pp | 72.4%-20.4pp | 67.7%-15.7pp |
| Annual return | 17.76% | 41.82%-24.1pp | 778.87%-761.1pp | 35.66%-17.9pp |
| Employer contribution / active EE | $1,344 | $2,346-42.7% | $2,916-53.9% | $2,757-51.3% |
| Participant deferral / active EE | $1,846 | $3,285-43.8% | $4,323-57.3% | $4,299-57.1% |
| Admin fee / account holder | $18 | $4,749-99.6% | $7,355-99.8% | $6,924-99.7% |