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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 | $38,912 | $45,566-14.6% | $64,105-39.3% | $59,633-34.7% |
| Participation rate | 33.3% | 60.2%-26.8pp | 68.2%-34.8pp | 68.7%-35.3pp |
| Annual return | 0.95% | 4.95%-4.0pp | 791.24%-790.3pp | 2041.40%-2040.5pp |
| Employer contribution / active EE | $234 | $934-74.9% | $1,820-87.1% | $2,203-89.4% |
| Participant deferral / active EE | $1,159 | $2,057-43.6% | $2,822-58.9% | $3,192-63.7% |
| Admin fee / account holder | $0 | $3,268-100.0% | $4,499-100.0% | $4,297-100.0% |