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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 | $30,856 | $103,949-70.3% | $69,182-55.4% | $273,972-88.7% |
| Participation rate | 58.3% | 67.4%-9.0pp | 55.1%+3.2pp | 83.0%-24.7pp |
| Annual return | 5.67% | 35.28%-29.6pp | -21.93%+27.6pp | 41.46%-35.8pp |
| Employer contribution / active EE | $395 | $1,783-77.8% | $1,206-67.2% | $4,869-91.9% |
| Participant deferral / active EE | $700 | $2,716-74.2% | $1,897-63.1% | $5,287-86.8% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |