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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 | $42,232 | $106,918-60.5% | $84,021-49.7% | $152,897-72.4% |
| Participation rate | 30.4% | 75.2%-44.8pp | 69.0%-38.6pp | 82.5%-52.0pp |
| Annual return | 18.08% | 105.01%-86.9pp | 71.32%-53.2pp | 345.43%-327.3pp |
| Employer contribution / active EE | $1,228 | $2,735-55.1% | $1,984-38.1% | $4,764-74.2% |
| Participant deferral / active EE | $2,142 | $4,012-46.6% | $3,239-33.9% | $5,851-63.4% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |