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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 | $64,784 | $110,551-41.4% | $80,741-19.8% | $167,536-61.3% |
| Participation rate | 15.8% | 64.0%-48.2pp | 54.2%-38.4pp | 82.1%-66.3pp |
| Annual return | 41.17% | 120.57%-79.4pp | 87.30%-46.1pp | 478.82%-437.7pp |
| Employer contribution / active EE | $414 | $1,543-73.1% | $1,160-64.3% | $4,839-91.4% |
| Participant deferral / active EE | $2,959 | $2,870+3.1% | $2,145+37.9% | $6,342-53.4% |
| Admin fee / account holder | $1 | $4,547-100.0% | $3,380-100.0% | $12,315-100.0% |