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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 | $27,193 | $95,415-71.5% | $185,851-85.4% | $85,851-68.3% |
| Participation rate | 36.5% | 68.8%-32.2pp | 81.7%-45.2pp | 69.3%-32.8pp |
| Annual return | 30.10% | 23.59%+6.5pp | 122.11%-92.0pp | 318.63%-288.5pp |
| Employer contribution / active EE | $2,822 | $3,314-14.8% | $5,168-45.4% | $2,565+10.0% |
| Participant deferral / active EE | $2,899 | $3,424-15.3% | $5,569-47.9% | $3,952-26.6% |
| Admin fee / account holder | $0 | $7,215-100.0% | $16,245-100.0% | $6,261-100.0% |