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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 | $29,847 | $125,190-76.2% | $105,624-71.7% | $145,897-79.5% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 16.60% | 225.22%-208.6pp | 116.20%-99.6pp | 552.29%-535.7pp |
| Employer contribution / active EE | $1,886 | $3,720-49.3% | $3,168-40.5% | $4,663-59.6% |
| Participant deferral / active EE | $3,772 | $5,716-34.0% | $5,013-24.8% | $6,689-43.6% |
| Admin fee / account holder | $36 | $17,138-99.8% | $10,961-99.7% | $13,390-99.7% |