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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 | $14,750 | $103,949-85.8% | $69,182-78.7% | $273,970-94.6% |
| Participation rate | 16.7% | 67.4%-50.7pp | 55.1%-38.4pp | 83.0%-66.3pp |
| Annual return | 0.00% | 35.28%-35.3pp | -21.93%+21.9pp | 41.46%-41.5pp |
| Employer contribution / active EE | $738 | $1,783-58.6% | $1,206-38.9% | $4,869-84.9% |
| Participant deferral / active EE | $1,706 | $2,716-37.2% | $1,897-10.1% | $5,287-67.7% |
| Admin fee / account holder | $70 | $3,671-98.1% | $2,697-97.4% | $10,132-99.3% |