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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 | $7,243 | $85,060-91.5% | $70,548-89.7% | $139,456-94.8% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.3%-18.3pp | 80.3%-30.3pp |
| Annual return | 41.82% | 30.38%+11.4pp | 32.78%+9.0pp | 373.45%-331.6pp |
| Employer contribution / active EE | $615 | $3,911-84.3% | $2,975-79.3% | $4,753-87.1% |
| Participant deferral / active EE | $1,915 | $5,890-67.5% | $4,567-58.1% | $6,711-71.5% |
| Admin fee / account holder | $195 | $8,925-97.8% | $6,424-97.0% | $11,407-98.3% |