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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 | $22,757 | $65,364-65.2% | $92,909-75.5% | $72,975-68.8% |
| Participation rate | 65.0% | 68.3%-3.3pp | 76.0%-11.0pp | 69.5%-4.5pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.44%-109.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $2,240 | $2,594-13.6% | $3,653-38.7% | $2,440-8.2% |
| Participant deferral / active EE | $5,757 | $3,128+84.0% | $4,238+35.8% | $3,608+59.6% |
| Admin fee / account holder | $105 | $4,251-97.5% | $5,795-98.2% | $5,124-98.0% |