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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 | $25,820 | $29,736-13.2% | $56,033-53.9% | $80,935-68.1% |
| Participation rate | 36.0% | 41.7%-5.7pp | 52.5%-16.5pp | 67.7%-31.7pp |
| Annual return | 16.40% | 35.28%-18.9pp | 1711.38%-1695.0pp | 35.66%-19.3pp |
| Employer contribution / active EE | $745 | $671+11.0% | $1,041-28.4% | $2,757-73.0% |
| Participant deferral / active EE | $2,938 | $1,228+139.2% | $1,954+50.4% | $4,299-31.7% |
| Admin fee / account holder | $19 | $2,434-99.2% | $2,827-99.3% | $6,924-99.7% |