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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 | $51,606-75.1% | $129,339-90.1% | $80,911-84.1% |
| Participation rate | 23.8% | 57.0%-33.2pp | 69.6%-45.8pp | 67.6%-43.8pp |
| Annual return | 11.57% | 20.76%-9.2pp | 9437.05%-9425.5pp | 35.63%-24.1pp |
| Employer contribution / active EE | $563 | $1,582-64.4% | $4,154-86.5% | $2,756-79.6% |
| Participant deferral / active EE | $753 | $2,669-71.8% | $4,170-82.0% | $4,297-82.5% |
| Admin fee / account holder | $60 | $4,310-98.6% | $7,668-99.2% | $6,935-99.1% |