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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 | $44,388 | $124,336-64.3% | $111,303-60.1% | $167,518-73.5% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.6pp | 82.1%-15.4pp |
| Annual return | 17.46% | 37.45%-20.0pp | 54.66%-37.2pp | 478.71%-461.2pp |
| Employer contribution / active EE | $1,670 | $3,436-51.4% | $2,731-38.9% | $4,838-65.5% |
| Participant deferral / active EE | $1,767 | $5,181-65.9% | $4,487-60.6% | $6,342-72.1% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,312-100.0% |