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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 | $49,618 | $53,128-6.6% | $86,581-42.7% | $70,124-29.2% |
| Participation rate | 19.5% | 65.3%-45.8pp | 73.5%-54.0pp | 69.5%-50.0pp |
| Annual return | 17.65% | 27.66%-10.0pp | 965.06%-947.4pp | 73.14%-55.5pp |
| Employer contribution / active EE | $561 | $2,068-72.9% | $2,840-80.2% | $2,342-76.0% |
| Participant deferral / active EE | $903 | $2,695-66.5% | $3,609-75.0% | $3,332-72.9% |
| Admin fee / account holder | $29 | $3,584-99.2% | $4,904-99.4% | $4,645-99.4% |