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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 | $36,013 | $45,079-20.1% | $69,461-48.2% | $72,983-50.7% |
| Participation rate | 11.9% | 68.5%-56.6pp | 74.6%-62.7pp | 69.5%-57.6pp |
| Annual return | 51.11% | 22.65%+28.5pp | 28.97%+22.1pp | 81.01%-29.9pp |
| Employer contribution / active EE | $1,044 | $2,055-49.2% | $2,779-62.4% | $2,440-57.2% |
| Participant deferral / active EE | $2,448 | $2,603-5.9% | $3,536-30.8% | $3,608-32.1% |
| Admin fee / account holder | $192 | $3,056-93.7% | $3,840-95.0% | $5,124-96.2% |