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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 | $64,877 | $103,392-37.3% | $87,104-25.5% | $152,897-57.6% |
| Participation rate | 68.8% | 79.4%-10.6pp | 76.9%-8.1pp | 82.5%-13.7pp |
| Annual return | 14.99% | 28.10%-13.1pp | 28.19%-13.2pp | 345.43%-330.4pp |
| Employer contribution / active EE | $1,019 | $3,221-68.4% | $2,521-59.6% | $4,764-78.6% |
| Participant deferral / active EE | $2,597 | $4,778-45.6% | $4,048-35.8% | $5,851-55.6% |
| Admin fee / account holder | $290 | $12,194-97.6% | $7,491-96.1% | $11,599-97.5% |