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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 | $23,532 | $56,431-58.3% | $130,788-82.0% | $87,485-73.1% |
| Participation rate | 64.0% | 58.9%+5.1pp | 70.1%-6.1pp | 68.9%-4.9pp |
| Annual return | 18.58% | 91.27%-72.7pp | 386.44%-367.9pp | 26.06%-7.5pp |
| Employer contribution / active EE | $640 | $1,549-58.7% | $3,558-82.0% | $2,596-75.4% |
| Participant deferral / active EE | $2,957 | $2,749+7.6% | $4,137-28.5% | $4,274-30.8% |
| Admin fee / account holder | $0 | $4,433-100.0% | $6,673-100.0% | $7,775-100.0% |