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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 | $9,508 | $51,638-81.6% | $68,368-86.1% | $82,448-88.5% |
| Participation rate | 23.1% | 63.6%-40.5pp | 73.8%-50.7pp | 68.1%-45.0pp |
| Annual return | 18.40% | 37.53%-19.1pp | 292.57%-274.2pp | 41.64%-23.2pp |
| Employer contribution / active EE | $402 | $2,047-80.4% | $2,649-84.8% | $2,551-84.3% |
| Participant deferral / active EE | $1,287 | $2,914-55.8% | $4,123-68.8% | $4,139-68.9% |
| Admin fee / account holder | $49 | $4,643-98.9% | $5,150-99.0% | $7,234-99.3% |