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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 | $12,857 | $97,125-86.8% | $86,233-85.1% | $137,256-90.6% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.0%-24.6pp | 80.0%-35.5pp |
| Annual return | 32.08% | 74.19%-42.1pp | 61.39%-29.3pp | 220.34%-188.3pp |
| Employer contribution / active EE | $836 | $2,841-70.6% | $2,504-66.6% | $4,156-79.9% |
| Participant deferral / active EE | $1,625 | $5,180-68.6% | $4,559-64.4% | $6,407-74.6% |
| Admin fee / account holder | $123 | $9,725-98.7% | $8,342-98.5% | $12,270-99.0% |