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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 | $41,781 | $90,320-53.7% | $59,496-29.8% | $125,389-66.7% |
| Participation rate | 33.3% | 68.3%-35.0pp | 54.6%-21.2pp | 83.2%-49.9pp |
| Annual return | 0.28% | 369.13%-368.8pp | 182.05%-181.8pp | 282.24%-282.0pp |
| Employer contribution / active EE | $348 | $1,792-80.6% | $1,153-69.8% | $4,866-92.8% |
| Participant deferral / active EE | $788 | $2,716-71.0% | $1,829-56.9% | $5,352-85.3% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,541-100.0% |