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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 | $49,447 | $124,330-60.2% | $109,173-54.7% | $167,536-70.5% |
| Participation rate | 66.7% | 79.5%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 23.27% | 26.04%-2.8pp | 25.75%-2.5pp | 478.82%-455.5pp |
| Employer contribution / active EE | $1,967 | $4,209-53.3% | $3,723-47.2% | $4,839-59.4% |
| Participant deferral / active EE | $13,000 | $5,256+147.3% | $4,654+179.3% | $6,342+105.0% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |