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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 | $9,007 | $149,040-94.0% | $120,225-92.5% | $137,256-93.4% |
| Participation rate | 40.0% | 75.4%-35.4pp | 69.6%-29.6pp | 80.0%-40.0pp |
| Annual return | 23.75% | 605.68%-581.9pp | 439.23%-415.5pp | 220.34%-196.6pp |
| Employer contribution / active EE | $108 | $4,350-97.5% | $3,475-96.9% | $4,156-97.4% |
| Participant deferral / active EE | $1,219 | $4,655-73.8% | $3,999-69.5% | $6,407-81.0% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |