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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 | $47,838 | $29,319+63.2% | $52,425-8.7% | $82,448-42.0% |
| Participation rate | 28.6% | 46.9%-18.3pp | 55.6%-27.1pp | 68.1%-39.5pp |
| Annual return | 26.20% | 535.20%-509.0pp | 302.12%-275.9pp | 41.64%-15.4pp |
| Employer contribution / active EE | $604 | $586+2.9% | $914-34.0% | $2,551-76.3% |
| Participant deferral / active EE | $1,801 | $1,171+53.7% | $1,790+0.6% | $4,139-56.5% |
| Admin fee / account holder | $1 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |