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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 | $43,400 | $99,652-56.4% | $78,778-44.9% | $147,586-70.6% |
| Participation rate | 20.0% | 76.2%-56.2pp | 69.2%-49.2pp | 82.8%-62.8pp |
| Annual return | 22.66% | 47.28%-24.6pp | 35.62%-13.0pp | 578.59%-555.9pp |
| Employer contribution / active EE | $832 | $2,796-70.2% | $1,986-58.1% | $4,876-82.9% |
| Participant deferral / active EE | $1,531 | $3,664-58.2% | $2,958-48.2% | $5,439-71.8% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |