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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 | $55,733 | $100,073-44.3% | $85,126-34.5% | $145,877-61.8% |
| Participation rate | 26.3% | 74.1%-47.8pp | 67.5%-41.2pp | 80.3%-54.0pp |
| Annual return | 18.81% | 84.11%-65.3pp | 66.63%-47.8pp | 551.28%-532.5pp |
| Employer contribution / active EE | $417 | $3,236-87.1% | $2,731-84.7% | $4,663-91.0% |
| Participant deferral / active EE | $3,557 | $5,294-32.8% | $4,523-21.4% | $6,691-46.8% |
| Admin fee / account holder | $4 | $7,261-99.9% | $6,160-99.9% | $13,402-100.0% |