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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 | $60,674 | $28,624+112.0% | $53,647+13.1% | $82,637-26.6% |
| Participation rate | 11.3% | 47.3%-35.9pp | 56.3%-45.0pp | 68.1%-56.7pp |
| Annual return | 25.42% | 664.98%-639.6pp | 358.33%-332.9pp | 53.51%-28.1pp |
| Employer contribution / active EE | $279 | $637-56.2% | $962-71.0% | $2,552-89.1% |
| Participant deferral / active EE | $1,178 | $1,196-1.5% | $1,813-35.0% | $4,126-71.5% |
| Admin fee / account holder | $1 | $2,022-100.0% | $2,460-100.0% | $7,339-100.0% |