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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 | $31,404 | $29,670+5.8% | $56,054-44.0% | $80,911-61.2% |
| Participation rate | 23.7% | 41.7%-18.0pp | 52.5%-28.8pp | 67.6%-44.0pp |
| Annual return | 27.25% | 35.24%-8.0pp | 1705.95%-1678.7pp | 35.63%-8.4pp |
| Employer contribution / active EE | $591 | $670-11.7% | $1,039-43.1% | $2,756-78.5% |
| Participant deferral / active EE | $1,479 | $1,227+20.6% | $1,952-24.2% | $4,297-65.6% |
| Admin fee / account holder | $0 | $2,431-100.0% | $2,822-100.0% | $6,935-100.0% |