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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 | $46,441 | $28,624+62.2% | $53,647-13.4% | $82,637-43.8% |
| Participation rate | 59.0% | 47.3%+11.7pp | 56.3%+2.7pp | 68.1%-9.1pp |
| Annual return | 18.15% | 664.98%-646.8pp | 358.33%-340.2pp | 53.51%-35.4pp |
| Employer contribution / active EE | $1,145 | $637+79.8% | $962+19.0% | $2,552-55.1% |
| Participant deferral / active EE | $3,402 | $1,196+184.4% | $1,813+87.6% | $4,126-17.6% |
| Admin fee / account holder | $0 | $2,022-100.0% | $2,460-100.0% | $7,339-100.0% |