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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 | $20,387 | $103,038-80.2% | $90,324-77.4% | $152,909-86.7% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 11.42% | 95.25%-83.8pp | 78.15%-66.7pp | 345.46%-334.0pp |
| Employer contribution / active EE | $954 | $3,141-69.6% | $2,856-66.6% | $4,764-80.0% |
| Participant deferral / active EE | $1,635 | $4,282-61.8% | $3,885-57.9% | $5,851-72.1% |
| Admin fee / account holder | $206 | $6,177-96.7% | $5,356-96.2% | $11,601-98.2% |