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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 | $36,386 | $127,790-71.5% | $106,554-65.9% | $167,553-78.3% |
| Participation rate | 55.6% | 78.3%-22.7pp | 76.1%-20.6pp | 82.1%-26.6pp |
| Annual return | 17.74% | 33.88%-16.1pp | 26.80%-9.1pp | 478.89%-461.2pp |
| Employer contribution / active EE | $2,959 | $3,427-13.7% | $2,819+5.0% | $4,840-38.9% |
| Participant deferral / active EE | $4,178 | $5,088-17.9% | $4,398-5.0% | $6,343-34.1% |
| Admin fee / account holder | $0 | $11,231-100.0% | $7,408-100.0% | $12,316-100.0% |