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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 | $7,536 | $39,036-80.7% | $80,784-90.7% | $85,851-91.2% |
| Participation rate | 22.9% | 41.6%-18.7pp | 54.2%-31.3pp | 69.3%-46.5pp |
| Annual return | 11.95% | 26.31%-14.4pp | 87.31%-75.4pp | 318.63%-306.7pp |
| Employer contribution / active EE | $241 | $722-66.7% | $1,160-79.3% | $2,565-90.6% |
| Participant deferral / active EE | $866 | $1,326-34.7% | $2,145-59.6% | $3,952-78.1% |
| Admin fee / account holder | $157 | $2,429-93.5% | $3,380-95.3% | $6,261-97.5% |