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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 | $48,543 | $67,823-28.4% | $52,425-7.4% | $137,256-64.6% |
| Participation rate | 16.7% | 63.9%-47.2pp | 55.6%-39.0pp | 80.0%-63.3pp |
| Annual return | 18.03% | 219.11%-201.1pp | 302.12%-284.1pp | 220.34%-202.3pp |
| Employer contribution / active EE | $185 | $1,163-84.1% | $914-79.8% | $4,156-95.6% |
| Participant deferral / active EE | $1,688 | $2,288-26.2% | $1,790-5.7% | $6,407-73.6% |
| Admin fee / account holder | $170 | $2,844-94.0% | $2,495-93.2% | $12,270-98.6% |