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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 | $33,771 | $63,346-46.7% | $92,239-63.4% | $70,124-51.8% |
| Participation rate | 63.2% | 68.7%-5.5pp | 76.5%-13.3pp | 69.5%-6.4pp |
| Annual return | 16.56% | 530.19%-513.6pp | 176.29%-159.7pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,785 | $2,471-27.8% | $3,680-51.5% | $2,342-23.8% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |