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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 | $109,987 | $124,330-11.5% | $109,173+0.7% | $167,536-34.4% |
| Participation rate | 33.3% | 79.5%-46.1pp | 75.9%-42.5pp | 82.1%-48.8pp |
| Annual return | 10.49% | 26.04%-15.6pp | 25.75%-15.3pp | 478.82%-468.3pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,892 | $5,256-64.0% | $4,654-59.3% | $6,342-70.2% |
| Admin fee / account holder | $20 | $7,974-99.7% | $6,755-99.7% | $12,315-99.8% |