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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 | $55,193 | $117,859-53.2% | $102,438-46.1% | $145,959-62.2% |
| Participation rate | 52.9% | 78.6%-25.7pp | 76.5%-23.6pp | 80.3%-27.3pp |
| Annual return | 9.91% | 31.72%-21.8pp | 29.37%-19.5pp | 561.95%-552.0pp |
| Employer contribution / active EE | $1,382 | $3,615-61.8% | $3,024-54.3% | $4,661-70.4% |
| Participant deferral / active EE | $2,196 | $5,732-61.7% | $5,054-56.5% | $6,689-67.2% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |