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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 | $35,984 | $77,901-53.8% | $149,717-76.0% | $75,181-52.1% |
| Participation rate | 53.6% | 65.6%-12.0pp | 78.8%-25.2pp | 67.2%-13.6pp |
| Annual return | 25.16% | 31.73%-6.6pp | 134.41%-109.2pp | 160.69%-135.5pp |
| Employer contribution / active EE | $756 | $3,137-75.9% | $4,820-84.3% | $2,671-71.7% |
| Participant deferral / active EE | $2,003 | $3,411-41.3% | $5,682-64.7% | $4,126-51.4% |
| Admin fee / account holder | $1 | $5,949-100.0% | $13,213-100.0% | $5,650-100.0% |