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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 | $32,494 | $63,346-48.7% | $92,240-64.8% | $70,126-53.7% |
| Participation rate | 45.5% | 68.7%-23.2pp | 76.5%-31.0pp | 69.5%-24.1pp |
| Annual return | 14.32% | 530.19%-515.9pp | 176.29%-162.0pp | 73.15%-58.8pp |
| Employer contribution / active EE | $1,376 | $2,471-44.3% | $3,680-62.6% | $2,343-41.3% |
| Participant deferral / active EE | $2,758 | $2,854-3.3% | $3,897-29.2% | $3,332-17.2% |
| Admin fee / account holder | $38 | $3,841-99.0% | $5,194-99.3% | $4,645-99.2% |