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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 | $66,079 | $101,063-34.6% | $81,473-18.9% | $147,586-55.2% |
| Participation rate | 18.2% | 74.5%-56.3pp | 68.0%-49.8pp | 82.8%-64.6pp |
| Annual return | 19.14% | 32.41%-13.3pp | 38.78%-19.6pp | 578.59%-559.5pp |
| Employer contribution / active EE | $263 | $3,206-91.8% | $2,568-89.8% | $4,876-94.6% |
| Participant deferral / active EE | $3,273 | $4,242-22.9% | $3,537-7.5% | $5,439-39.8% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |