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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 | $27,511 | $135,956-79.8% | $123,894-77.8% | $273,972-90.0% |
| Participation rate | 40.0% | 84.1%-44.1pp | 81.4%-41.4pp | 83.0%-43.0pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,353 | $5,170-73.8% | $4,617-70.7% | $4,869-72.2% |
| Participant deferral / active EE | $6,500 | $6,343+2.5% | $5,984+8.6% | $5,287+22.9% |
| Admin fee / account holder | $58 | $9,817-99.4% | $8,357-99.3% | $10,133-99.4% |