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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 | $16,633 | $102,632-83.8% | $81,988-79.7% | $158,950-89.5% |
| Participation rate | 12.5% | 75.5%-63.0pp | 69.3%-56.8pp | 82.0%-69.5pp |
| Annual return | 0.00% | 61.05%-61.1pp | 41.31%-41.3pp | 302.91%-302.9pp |
| Employer contribution / active EE | $582 | $3,241-82.1% | $2,498-76.7% | $4,762-87.8% |
| Participant deferral / active EE | $1,283 | $4,649-72.4% | $3,722-65.5% | $5,983-78.6% |
| Admin fee / account holder | $39 | $8,237-99.5% | $5,665-99.3% | $11,248-99.7% |