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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 | $27,450 | $50,554-45.7% | $67,681-59.4% | $87,485-68.6% |
| Participation rate | 48.1% | 67.7%-19.6pp | 73.7%-25.6pp | 68.9%-20.8pp |
| Annual return | 23.30% | 17.81%+5.5pp | 590.58%-567.3pp | 26.06%-2.8pp |
| Employer contribution / active EE | $1,251 | $1,988-37.1% | $2,678-53.3% | $2,596-51.8% |
| Participant deferral / active EE | $3,791 | $2,961+28.0% | $3,976-4.6% | $4,274-11.3% |
| Admin fee / account holder | $47 | $4,132-98.9% | $6,100-99.2% | $7,775-99.4% |