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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 | $16,185 | $29,736-45.6% | $56,033-71.1% | $80,935-80.0% |
| Participation rate | 26.2% | 41.7%-15.5pp | 52.5%-26.3pp | 67.7%-41.5pp |
| Annual return | 18.29% | 35.28%-17.0pp | 1711.38%-1693.1pp | 35.66%-17.4pp |
| Employer contribution / active EE | $546 | $671-18.7% | $1,041-47.6% | $2,757-80.2% |
| Participant deferral / active EE | $1,088 | $1,228-11.5% | $1,954-44.3% | $4,299-74.7% |
| Admin fee / account holder | $59 | $2,434-97.6% | $2,827-97.9% | $6,924-99.1% |