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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 | $44,349 | $58,234-23.8% | $81,783-45.8% | $80,874-45.2% |
| Participation rate | 12.8% | 63.4%-50.6pp | 72.4%-59.5pp | 67.6%-54.8pp |
| Annual return | 21.58% | 41.70%-20.1pp | 775.05%-753.5pp | 35.62%-14.0pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,109 | $3,283-66.2% | $4,320-74.3% | $4,297-74.2% |
| Admin fee / account holder | $86 | $4,982-98.3% | $7,380-98.8% | $6,935-98.8% |