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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 | $47,479-42.2% | $62,929-56.4% | $82,448-66.7% |
| Participation rate | 48.1% | 66.9%-18.7pp | 73.1%-25.0pp | 68.1%-19.9pp |
| Annual return | 23.30% | 20.34%+3.0pp | 1063.93%-1040.6pp | 41.64%-18.3pp |
| Employer contribution / active EE | $1,251 | $1,885-33.7% | $2,505-50.1% | $2,551-51.0% |
| Participant deferral / active EE | $3,791 | $2,870+32.1% | $3,888-2.5% | $4,139-8.4% |
| Admin fee / account holder | $47 | $3,804-98.8% | $5,065-99.1% | $7,234-99.4% |