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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 | $55,228 | $103,008-46.4% | $90,304-38.8% | $152,897-63.9% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 17.70% | 95.22%-77.5pp | 78.13%-60.4pp | 345.43%-327.7pp |
| Employer contribution / active EE | $1,227 | $3,139-60.9% | $2,855-57.0% | $4,764-74.2% |
| Participant deferral / active EE | $1,702 | $4,281-60.3% | $3,885-56.2% | $5,851-70.9% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |