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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 | $16,433 | $105,929-84.5% | $81,926-79.9% | $158,950-89.7% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.0%-22.0pp | 82.0%-32.0pp |
| Annual return | 36.79% | 38.19%-1.4pp | 29.49%+7.3pp | 302.91%-266.1pp |
| Employer contribution / active EE | $1,188 | $7,802-84.8% | $4,310-72.4% | $4,762-75.0% |
| Participant deferral / active EE | $2,327 | $13,007-82.1% | $7,108-67.3% | $5,983-61.1% |
| Admin fee / account holder | $0 | $8,492-100.0% | $5,159-100.0% | $11,248-100.0% |