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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 | $38,670 | $107,944-64.2% | $91,994-58.0% | $152,885-74.7% |
| Participation rate | 25.0% | 81.2%-56.2pp | 78.6%-53.6pp | 82.5%-57.5pp |
| Annual return | 18.08% | 89.26%-71.2pp | 69.03%-50.9pp | 345.39%-327.3pp |
| Employer contribution / active EE | $722 | $4,210-82.8% | $3,452-79.1% | $4,763-84.8% |
| Participant deferral / active EE | $3,804 | $6,365-40.2% | $5,923-35.8% | $5,851-35.0% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,743-100.0% | $11,598-100.0% |