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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 | $35,766 | $108,285-67.0% | $77,552-53.9% | $158,982-77.5% |
| Participation rate | 57.1% | 64.4%-7.3pp | 54.2%+3.0pp | 82.0%-24.8pp |
| Annual return | 23.63% | 31.69%-8.1pp | 54.82%-31.2pp | 302.99%-279.4pp |
| Employer contribution / active EE | $821 | $1,325-38.0% | $987-16.8% | $4,763-82.8% |
| Participant deferral / active EE | $1,948 | $2,455-20.6% | $1,861+4.7% | $5,983-67.4% |
| Admin fee / account holder | $12 | $3,709-99.7% | $2,859-99.6% | $11,252-99.9% |