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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 | $30,620 | $176,402-82.6% | $134,162-77.2% | $158,982-80.7% |
| Participation rate | 33.3% | 78.7%-45.4pp | 72.2%-38.9pp | 82.0%-48.6pp |
| Annual return | 15.71% | 63.66%-47.9pp | 36.35%-20.6pp | 302.99%-287.3pp |
| Employer contribution / active EE | $1,311 | $5,042-74.0% | $3,705-64.6% | $4,763-72.5% |
| Participant deferral / active EE | $1,000 | $4,093-75.6% | $3,500-71.4% | $5,983-83.3% |
| Admin fee / account holder | $1 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |