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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 | $28,863 | $100,139-71.2% | $85,187-66.1% | $145,884-80.2% |
| Participation rate | 20.0% | 74.1%-54.1pp | 67.5%-47.5pp | 80.3%-60.3pp |
| Annual return | 18.72% | 84.15%-65.4pp | 66.67%-47.9pp | 551.85%-533.1pp |
| Employer contribution / active EE | $646 | $3,238-80.0% | $2,732-76.4% | $4,662-86.1% |
| Participant deferral / active EE | $1,058 | $5,296-80.0% | $4,525-76.6% | $6,690-84.2% |
| Admin fee / account holder | $195 | $7,262-97.3% | $6,162-96.8% | $13,392-98.5% |