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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 | $46,525 | $29,319+58.7% | $52,425-11.3% | $82,448-43.6% |
| Participation rate | 33.3% | 46.9%-13.5pp | 55.6%-22.3pp | 68.1%-34.7pp |
| Annual return | 19.53% | 535.20%-515.7pp | 302.12%-282.6pp | 41.64%-22.1pp |
| Employer contribution / active EE | $434 | $586-26.0% | $914-52.5% | $2,551-83.0% |
| Participant deferral / active EE | $2,559 | $1,171+118.5% | $1,790+42.9% | $4,139-38.2% |
| Admin fee / account holder | $234 | $1,962-88.1% | $2,495-90.6% | $7,234-96.8% |