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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 | $43,752 | $93,346-53.1% | $71,796-39.1% | $273,972-84.0% |
| Participation rate | 17.6% | 76.5%-58.9pp | 69.1%-51.5pp | 83.0%-65.4pp |
| Annual return | 6.08% | 130.39%-124.3pp | 78.04%-72.0pp | 41.46%-35.4pp |
| Employer contribution / active EE | $435 | $2,733-84.1% | $1,924-77.4% | $4,869-91.1% |
| Participant deferral / active EE | $2,270 | $3,475-34.7% | $2,794-18.8% | $5,287-57.1% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |