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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 | $8,203 | $39,036-79.0% | $80,784-89.8% | $85,851-90.4% |
| Participation rate | 28.9% | 41.6%-12.6pp | 54.2%-25.2pp | 69.3%-40.4pp |
| Annual return | 20.27% | 26.31%-6.0pp | 87.31%-67.0pp | 318.63%-298.4pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,174 | $1,326-11.5% | $2,145-45.3% | $3,952-70.3% |
| Admin fee / account holder | $256 | $2,429-89.5% | $3,380-92.4% | $6,261-95.9% |