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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 | $10,402 | $47,479-78.1% | $62,929-83.5% | $82,448-87.4% |
| Participation rate | 30.8% | 66.9%-36.1pp | 73.1%-42.3pp | 68.1%-37.3pp |
| Annual return | 16.21% | 20.34%-4.1pp | 1063.93%-1047.7pp | 41.64%-25.4pp |
| Employer contribution / active EE | $521 | $1,885-72.4% | $2,505-79.2% | $2,551-79.6% |
| Participant deferral / active EE | $1,012 | $2,870-64.8% | $3,888-74.0% | $4,139-75.6% |
| Admin fee / account holder | $20 | $3,804-99.5% | $5,065-99.6% | $7,234-99.7% |