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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 | $29,164 | $107,015-72.7% | $73,545-60.3% | $147,585-80.2% |
| Participation rate | 20.0% | 66.4%-46.4pp | 54.9%-34.9pp | 82.8%-62.8pp |
| Annual return | 27.49% | 38.25%-10.8pp | -15.16%+42.6pp | 578.57%-551.1pp |
| Employer contribution / active EE | $576 | $1,760-67.3% | $1,219-52.7% | $4,876-88.2% |
| Participant deferral / active EE | $3,413 | $2,462+38.6% | $1,806+89.0% | $5,439-37.3% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |