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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 | $16,173 | $110,379-85.3% | $102,412-84.2% | $145,884-88.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 12.33% | 24.84%-12.5pp | 24.94%-12.6pp | 551.85%-539.5pp |
| Employer contribution / active EE | $986 | $4,216-76.6% | $3,870-74.5% | $4,662-78.9% |
| Participant deferral / active EE | $2,339 | $5,622-58.4% | $5,060-53.8% | $6,690-65.0% |
| Admin fee / account holder | $2 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |