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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 | $30,835 | $49,976-38.3% | $66,674-53.8% | $82,637-62.7% |
| Participation rate | 27.0% | 63.1%-36.1pp | 73.7%-46.6pp | 68.1%-41.0pp |
| Annual return | 16.14% | 39.09%-23.0pp | 321.24%-305.1pp | 53.51%-37.4pp |
| Employer contribution / active EE | $327 | $1,988-83.6% | $2,620-87.5% | $2,552-87.2% |
| Participant deferral / active EE | $1,368 | $2,847-51.9% | $4,084-66.5% | $4,126-66.8% |
| Admin fee / account holder | $164 | $4,594-96.4% | $5,098-96.8% | $7,339-97.8% |