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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 | $36,836 | $101,618-63.8% | $93,063-60.4% | $137,256-73.2% |
| Participation rate | 40.0% | 74.9%-34.9pp | 72.1%-32.1pp | 80.0%-40.0pp |
| Annual return | 13.49% | 223.95%-210.5pp | 34.15%-20.7pp | 220.34%-206.9pp |
| Employer contribution / active EE | $714 | $2,707-73.6% | $2,476-71.1% | $4,156-82.8% |
| Participant deferral / active EE | $3,480 | $4,279-18.7% | $3,958-12.1% | $6,407-45.7% |
| Admin fee / account holder | $147 | $6,198-97.6% | $6,033-97.6% | $12,270-98.8% |