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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 | $38,794 | $72,071-46.2% | $68,368-43.3% | $137,256-71.7% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.0%-22.8pp |
| Annual return | 17.64% | 353.14%-335.5pp | 292.57%-274.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,034 | $4,410+14.2% | $4,123+22.1% | $6,407-21.4% |
| Admin fee / account holder | $148 | $5,336-97.2% | $5,150-97.1% | $12,270-98.8% |