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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 | $33,973 | $148,623-77.1% | $135,974-75.0% | $139,466-75.6% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 23.56% | 79.30%-55.7pp | 68.30%-44.7pp | 373.66%-350.1pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,578 | $8,103-55.8% | $7,760-53.9% | $6,712-46.7% |
| Admin fee / account holder | $288 | $12,406-97.7% | $10,767-97.3% | $11,409-97.5% |