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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 | $33,042 | $84,236-60.8% | $170,435-80.6% | $70,126-52.9% |
| Participation rate | 47.1% | 70.8%-23.8pp | 83.6%-36.5pp | 69.5%-22.5pp |
| Annual return | 21.40% | 23.06%-1.7pp | 205.94%-184.5pp | 73.15%-51.7pp |
| Employer contribution / active EE | $1,781 | $3,387-47.4% | $5,432-67.2% | $2,343-24.0% |
| Participant deferral / active EE | $3,280 | $3,086+6.3% | $4,939-33.6% | $3,332-1.6% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |