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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 | $18,434 | $51,638-64.3% | $68,368-73.0% | $82,448-77.6% |
| Participation rate | 11.1% | 63.6%-52.5pp | 73.8%-62.6pp | 68.1%-57.0pp |
| Annual return | 18.93% | 37.53%-18.6pp | 292.57%-273.6pp | 41.64%-22.7pp |
| Employer contribution / active EE | $523 | $2,047-74.4% | $2,649-80.2% | $2,551-79.5% |
| Participant deferral / active EE | $549 | $2,914-81.2% | $4,123-86.7% | $4,139-86.7% |
| Admin fee / account holder | $248 | $4,643-94.7% | $5,150-95.2% | $7,234-96.6% |