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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 | $47,333 | $124,314-61.9% | $109,163-56.6% | $167,518-71.7% |
| Participation rate | 41.7% | 79.4%-37.8pp | 75.9%-34.2pp | 82.1%-40.4pp |
| Annual return | 16.84% | 26.04%-9.2pp | 25.75%-8.9pp | 478.71%-461.9pp |
| Employer contribution / active EE | $924 | $4,209-78.0% | $3,723-75.2% | $4,838-80.9% |
| Participant deferral / active EE | $2,453 | $5,256-53.3% | $4,654-47.3% | $6,342-61.3% |
| Admin fee / account holder | $20 | $7,973-99.7% | $6,754-99.7% | $12,312-99.8% |