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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 | $19,639 | $51,631-62.0% | $129,397-84.8% | $80,925-75.7% |
| Participation rate | 24.2% | 56.9%-32.7pp | 69.6%-45.4pp | 67.7%-43.4pp |
| Annual return | 14.01% | 20.77%-6.8pp | 9453.98%-9440.0pp | 35.65%-21.6pp |
| Employer contribution / active EE | $346 | $1,583-78.2% | $4,154-91.7% | $2,756-87.5% |
| Participant deferral / active EE | $1,180 | $2,670-55.8% | $4,167-71.7% | $4,299-72.5% |
| Admin fee / account holder | $30 | $4,309-99.3% | $7,679-99.6% | $6,940-99.6% |