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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 | $36,192 | $102,385-64.7% | $147,080-75.4% | $80,935-55.3% |
| Participation rate | 54.8% | 75.9%-21.0pp | 82.2%-27.3pp | 67.7%-12.8pp |
| Annual return | 15.94% | 135.09%-119.1pp | 420.17%-404.2pp | 35.66%-19.7pp |
| Employer contribution / active EE | $1,162 | $3,717-68.7% | $4,933-76.4% | $2,757-57.8% |
| Participant deferral / active EE | $3,929 | $6,651-40.9% | $8,066-51.3% | $4,299-8.6% |
| Admin fee / account holder | $298 | $7,951-96.3% | $12,989-97.7% | $6,924-95.7% |