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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 | $30,434 | $70,684-56.9% | $169,397-82.0% | $75,177-59.5% |
| Participation rate | 48.7% | 64.8%-16.1pp | 77.2%-28.5pp | 67.2%-18.5pp |
| Annual return | 22.07% | 36.38%-14.3pp | 406.23%-384.2pp | 160.75%-138.7pp |
| Employer contribution / active EE | $1,173 | $2,211-47.0% | $4,013-70.8% | $2,671-56.1% |
| Participant deferral / active EE | $2,558 | $4,310-40.6% | $6,223-58.9% | $4,126-38.0% |
| Admin fee / account holder | $234 | $5,404-95.7% | $9,017-97.4% | $5,651-95.9% |