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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 | $26,808 | $150,346-82.2% | $120,524-77.8% | $145,877-81.6% |
| Participation rate | 45.0% | 78.8%-33.8pp | 71.9%-26.9pp | 80.3%-35.3pp |
| Annual return | 31.51% | 154.40%-122.9pp | 107.36%-75.9pp | 551.28%-519.8pp |
| Employer contribution / active EE | $947 | $4,353-78.3% | $3,469-72.7% | $4,663-79.7% |
| Participant deferral / active EE | $2,327 | $6,172-62.3% | $4,994-53.4% | $6,691-65.2% |
| Admin fee / account holder | $155 | $12,215-98.7% | $9,440-98.4% | $13,402-98.8% |