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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 | $16,744 | $117,623-85.8% | $71,702-76.6% | $134,509-87.6% |
| Participation rate | 57.9% | 68.9%-11.0pp | 62.3%-4.4pp | 81.2%-23.3pp |
| Annual return | 0.00% | 25.44%-25.4pp | 9.14%-9.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,105 | $2,525-56.2% | $1,704-35.1% | $4,741-76.7% |
| Participant deferral / active EE | $2,811 | $3,759-25.2% | $2,658+5.8% | $6,400-56.1% |
| Admin fee / account holder | $15 | $6,379-99.8% | $3,974-99.6% | $11,427-99.9% |