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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 | $16,680 | $48,314-65.5% | $67,561-75.3% | $80,925-79.4% |
| Participation rate | 52.6% | 66.4%-13.8pp | 72.9%-20.3pp | 67.7%-15.0pp |
| Annual return | 13.78% | 18.28%-4.5pp | 3525.44%-3511.7pp | 35.65%-21.9pp |
| Employer contribution / active EE | $893 | $2,022-55.8% | $2,735-67.4% | $2,756-67.6% |
| Participant deferral / active EE | $2,138 | $2,927-26.9% | $4,003-46.6% | $4,299-50.3% |
| Admin fee / account holder | $126 | $3,690-96.6% | $4,006-96.9% | $6,940-98.2% |