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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 | $26,240 | $107,733-75.6% | $92,985-71.8% | $154,746-83.0% |
| Participation rate | 50.0% | 74.6%-24.6pp | 69.5%-19.5pp | 80.7%-30.7pp |
| Annual return | 0.00% | 30.39%-30.4pp | 27.99%-28.0pp | 172.34%-172.3pp |
| Employer contribution / active EE | $1,120 | $3,126-64.2% | $2,662-57.9% | $4,379-74.4% |
| Participant deferral / active EE | $12,000 | $5,053+137.5% | $4,377+174.2% | $6,730+78.3% |
| Admin fee / account holder | $0 | $11,369-100.0% | $9,463-100.0% | $14,365-100.0% |