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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 | $37,357 | $110,337-66.1% | $102,383-63.5% | $145,877-74.4% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.7pp |
| Annual return | 13.63% | 24.83%-11.2pp | 24.94%-11.3pp | 551.28%-537.7pp |
| Employer contribution / active EE | $1,993 | $4,216-52.7% | $3,870-48.5% | $4,663-57.3% |
| Participant deferral / active EE | $4,449 | $5,621-20.8% | $5,060-12.1% | $6,691-33.5% |
| Admin fee / account holder | $71 | $9,750-99.3% | $8,391-99.1% | $13,402-99.5% |