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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 | $8,136 | $49,976-83.7% | $66,674-87.8% | $82,637-90.2% |
| Participation rate | 40.7% | 63.1%-22.4pp | 73.7%-32.9pp | 68.1%-27.3pp |
| Annual return | 20.83% | 39.09%-18.3pp | 321.24%-300.4pp | 53.51%-32.7pp |
| Employer contribution / active EE | $374 | $1,988-81.2% | $2,620-85.7% | $2,552-85.3% |
| Participant deferral / active EE | $591 | $2,847-79.2% | $4,084-85.5% | $4,126-85.7% |
| Admin fee / account holder | $50 | $4,594-98.9% | $5,098-99.0% | $7,339-99.3% |