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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 | $6,484 | $34,316-81.1% | $74,722-91.3% | $72,975-91.1% |
| Participation rate | 27.8% | 42.4%-14.6pp | 54.5%-26.7pp | 69.5%-41.7pp |
| Annual return | 36.18% | 26.58%+9.6pp | 753.11%-716.9pp | 81.01%-44.8pp |
| Employer contribution / active EE | $261 | $692-62.2% | $1,084-75.9% | $2,440-89.3% |
| Participant deferral / active EE | $635 | $1,272-50.0% | $1,963-67.6% | $3,608-82.4% |
| Admin fee / account holder | $72 | $2,125-96.6% | $3,335-97.9% | $5,124-98.6% |