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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 | $47,380 | $56,134-15.6% | $96,161-50.7% | $85,856-44.8% |
| Participation rate | 42.9% | 56.7%-13.9pp | 68.4%-25.6pp | 69.3%-26.5pp |
| Annual return | 16.51% | 42.30%-25.8pp | 192.01%-175.5pp | 318.58%-302.1pp |
| Employer contribution / active EE | $1,092 | $1,620-32.6% | $2,798-61.0% | $2,565-57.4% |
| Participant deferral / active EE | $1,695 | $2,858-40.7% | $4,349-61.0% | $3,952-57.1% |
| Admin fee / account holder | $3 | $3,769-99.9% | $5,538-99.9% | $6,261-100.0% |