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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 | $12,924 | $103,008-87.5% | $90,304-85.7% | $152,897-91.5% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 26.09% | 95.22%-69.1pp | 78.13%-52.0pp | 345.43%-319.3pp |
| Employer contribution / active EE | $713 | $3,139-77.3% | $2,855-75.0% | $4,764-85.0% |
| Participant deferral / active EE | $2,400 | $4,281-43.9% | $3,885-38.2% | $5,851-59.0% |
| Admin fee / account holder | $82 | $6,175-98.7% | $5,354-98.5% | $11,599-99.3% |