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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 | $51,638-62.0% | $129,406-84.8% | $80,959-75.7% |
| Participation rate | 24.2% | 56.9%-32.7pp | 69.6%-45.4pp | 67.7%-43.4pp |
| Annual return | 14.01% | 20.78%-6.8pp | 9468.18%-9454.2pp | 35.67%-21.7pp |
| Employer contribution / active EE | $346 | $1,584-78.2% | $4,155-91.7% | $2,757-87.5% |
| Participant deferral / active EE | $1,180 | $2,670-55.8% | $4,167-71.7% | $4,300-72.6% |
| Admin fee / account holder | $30 | $4,313-99.3% | $7,689-99.6% | $6,925-99.6% |