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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 | $33,361 | $84,236-60.4% | $170,439-80.4% | $70,124-52.4% |
| Participation rate | 30.4% | 70.8%-40.4pp | 83.6%-53.2pp | 69.5%-39.1pp |
| Annual return | 17.63% | 23.06%-5.4pp | 205.94%-188.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $644 | $3,387-81.0% | $5,433-88.1% | $2,342-72.5% |
| Participant deferral / active EE | $1,156 | $3,086-62.5% | $4,939-76.6% | $3,332-65.3% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |