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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 | $68,478 | $101,063-32.2% | $81,473-16.0% | $147,586-53.6% |
| Participation rate | 47.4% | 74.5%-27.1pp | 68.0%-20.6pp | 82.8%-35.5pp |
| Annual return | 14.98% | 32.41%-17.4pp | 38.78%-23.8pp | 578.59%-563.6pp |
| Employer contribution / active EE | $526 | $3,206-83.6% | $2,568-79.5% | $4,876-89.2% |
| Participant deferral / active EE | $2,634 | $4,242-37.9% | $3,537-25.5% | $5,439-51.6% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |