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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 | $14,399 | $103,008-86.0% | $90,304-84.1% | $152,897-90.6% |
| Participation rate | 44.4% | 75.9%-31.4pp | 73.3%-28.8pp | 82.5%-38.0pp |
| Annual return | 24.92% | 95.22%-70.3pp | 78.13%-53.2pp | 345.43%-320.5pp |
| Employer contribution / active EE | $1,716 | $3,139-45.3% | $2,855-39.9% | $4,764-64.0% |
| Participant deferral / active EE | $2,041 | $4,281-52.3% | $3,885-47.5% | $5,851-65.1% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |