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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 | $34,112 | $112,933-69.8% | $90,970-62.5% | $158,982-78.5% |
| Participation rate | 46.2% | 74.7%-28.6pp | 69.0%-22.9pp | 82.0%-35.8pp |
| Annual return | 17.73% | 215.82%-198.1pp | 134.60%-116.9pp | 302.99%-285.3pp |
| Employer contribution / active EE | $992 | $2,893-65.7% | $2,122-53.3% | $4,763-79.2% |
| Participant deferral / active EE | $2,022 | $4,128-51.0% | $3,373-40.0% | $5,983-66.2% |
| Admin fee / account holder | $25 | $8,047-99.7% | $5,961-99.6% | $11,252-99.8% |