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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 | $35,919 | $96,508-62.8% | $75,901-52.7% | $152,897-76.5% |
| Participation rate | 46.2% | 76.2%-30.0pp | 69.3%-23.1pp | 82.5%-36.3pp |
| Annual return | 16.54% | 33.99%-17.5pp | 30.76%-14.2pp | 345.43%-328.9pp |
| Employer contribution / active EE | $1,091 | $3,310-67.0% | $2,501-56.4% | $4,764-77.1% |
| Participant deferral / active EE | $3,153 | $4,554-30.7% | $3,603-12.5% | $5,851-46.1% |
| Admin fee / account holder | $72 | $8,081-99.1% | $5,420-98.7% | $11,599-99.4% |