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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 | $17,072 | $81,696-79.1% | $70,494-75.8% | $158,982-89.3% |
| Participation rate | 57.1% | 77.7%-20.6pp | 75.1%-17.9pp | 82.0%-24.8pp |
| Annual return | 29.87% | 208.70%-178.8pp | 109.16%-79.3pp | 302.99%-273.1pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,986 | $4,558-56.4% | $3,711-46.5% | $5,983-66.8% |
| Admin fee / account holder | $139 | $6,200-97.8% | $3,848-96.4% | $11,252-98.8% |