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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 | $22,206 | $81,233-72.7% | $155,567-85.7% | $80,874-72.5% |
| Participation rate | 44.7% | 66.2%-21.5pp | 78.2%-33.5pp | 67.6%-22.9pp |
| Annual return | 17.17% | 33.33%-16.2pp | 64.74%-47.6pp | 35.62%-18.5pp |
| Employer contribution / active EE | $1,028 | $3,101-66.9% | $4,674-78.0% | $2,756-62.7% |
| Participant deferral / active EE | $2,100 | $3,452-39.2% | $5,628-62.7% | $4,297-51.1% |
| Admin fee / account holder | $234 | $7,998-97.1% | $15,916-98.5% | $6,935-96.6% |