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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 | $94,434 | $45,872+105.9% | $77,096+22.5% | $68,486+37.9% |
| Participation rate | 2.9% | 55.9%-53.0pp | 67.9%-65.0pp | 67.9%-65.0pp |
| Annual return | 40.05% | 1.73%+38.3pp | 42.35%-2.3pp | -7.85%+47.9pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,429-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,428-100.0% | $5,404-100.0% |