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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 | $27,605 | $87,546-68.5% | $75,784-63.6% | $125,389-78.0% |
| Participation rate | 25.0% | 80.2%-55.2pp | 75.8%-50.8pp | 83.2%-58.2pp |
| Annual return | 0.00% | 13.49%-13.5pp | 9.68%-9.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $800 | $3,930-79.6% | $3,323-75.9% | $4,866-83.6% |
| Participant deferral / active EE | $4,500 | $4,230+6.4% | $3,652+23.2% | $5,352-15.9% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |