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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 | $28,770 | $48,053-40.1% | $84,628-66.0% | $72,975-60.6% |
| Participation rate | 35.9% | 57.6%-21.7pp | 68.2%-32.3pp | 69.5%-33.6pp |
| Annual return | 26.72% | 37.39%-10.7pp | 258.80%-232.1pp | 81.01%-54.3pp |
| Employer contribution / active EE | $927 | $1,602-42.1% | $2,653-65.1% | $2,440-62.0% |
| Participant deferral / active EE | $1,394 | $2,681-48.0% | $3,900-64.3% | $3,608-61.4% |
| Admin fee / account holder | $7 | $3,395-99.8% | $4,914-99.9% | $5,124-99.9% |