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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 | $20,860 | $118,877-82.5% | $96,570-78.4% | $167,536-87.5% |
| Participation rate | 41.7% | 75.5%-33.8pp | 69.8%-28.2pp | 82.1%-40.4pp |
| Annual return | 18.14% | 50.50%-32.4pp | 37.79%-19.7pp | 478.82%-460.7pp |
| Employer contribution / active EE | $626 | $3,121-79.9% | $2,357-73.4% | $4,839-87.1% |
| Participant deferral / active EE | $2,515 | $4,617-45.5% | $3,849-34.7% | $6,342-60.3% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |