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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 | $40,452 | $115,796-65.1% | $101,264-60.1% | $158,950-74.6% |
| Participation rate | 45.5% | 79.4%-33.9pp | 75.8%-30.4pp | 82.0%-36.5pp |
| Annual return | 14.85% | 56.15%-41.3pp | 46.48%-31.6pp | 302.91%-288.1pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,605 | $4,958-7.1% | $4,370+5.4% | $5,983-23.0% |
| Admin fee / account holder | $200 | $7,247-97.2% | $5,947-96.6% | $11,248-98.2% |