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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 | $29,625 | $117,433-74.8% | $99,475-70.2% | $152,897-80.6% |
| Participation rate | 33.3% | 77.5%-44.2pp | 73.8%-40.5pp | 82.5%-49.1pp |
| Annual return | 18.26% | 31.87%-13.6pp | 30.72%-12.5pp | 345.43%-327.2pp |
| Employer contribution / active EE | $664 | $3,013-78.0% | $2,540-73.9% | $4,764-86.1% |
| Participant deferral / active EE | $800 | $4,086-80.4% | $3,619-77.9% | $5,851-86.3% |
| Admin fee / account holder | $0 | $7,634-100.0% | $6,252-100.0% | $11,599-100.0% |