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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 | $41,667 | $167,362-75.1% | $143,799-71.0% | $134,532-69.0% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | 0.58% | 0.47%+0.1pp | -0.04%+0.6pp | 418.27%-417.7pp |
| Employer contribution / active EE | $2,320 | $5,620-58.7% | $4,952-53.2% | $4,741-51.1% |
| Participant deferral / active EE | $4,400 | $6,447-31.8% | $5,638-22.0% | $6,401-31.3% |
| Admin fee / account holder | $238 | $18,094-98.7% | $14,677-98.4% | $11,429-97.9% |