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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 | $12,831 | $51,638-75.2% | $129,406-90.1% | $80,959-84.2% |
| Participation rate | 23.8% | 56.9%-33.1pp | 69.6%-45.8pp | 67.7%-43.9pp |
| Annual return | 11.57% | 20.78%-9.2pp | 9468.18%-9456.6pp | 35.67%-24.1pp |
| Employer contribution / active EE | $563 | $1,584-64.5% | $4,155-86.5% | $2,757-79.6% |
| Participant deferral / active EE | $753 | $2,670-71.8% | $4,167-81.9% | $4,300-82.5% |
| Admin fee / account holder | $60 | $4,313-98.6% | $7,689-99.2% | $6,925-99.1% |