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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 | $24,699 | $75,962-67.5% | $154,111-84.0% | $64,173-61.5% |
| Participation rate | 53.8% | 70.4%-16.6pp | 83.0%-29.2pp | 69.6%-15.7pp |
| Annual return | 7.52% | 30.32%-22.8pp | 735.18%-727.7pp | 7.63%-0.1pp |
| Employer contribution / active EE | $1,253 | $3,350-62.6% | $5,298-76.4% | $2,381-47.4% |
| Participant deferral / active EE | $1,800 | $3,175-43.3% | $5,081-64.6% | $3,470-48.1% |
| Admin fee / account holder | $90 | $5,589-98.4% | $13,411-99.3% | $4,887-98.2% |