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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 | $33,571 | $117,829-71.5% | $102,423-67.2% | $145,877-77.0% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 44.83% | 31.83%+13.0pp | 29.42%+15.4pp | 551.28%-506.5pp |
| Employer contribution / active EE | $1,638 | $3,615-54.7% | $3,023-45.8% | $4,663-64.9% |
| Participant deferral / active EE | $1,792 | $5,732-68.7% | $5,054-64.6% | $6,691-73.2% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |