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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 | $31,481 | $103,393-69.6% | $87,103-63.9% | $152,909-79.4% |
| Participation rate | 63.2% | 79.4%-16.2pp | 76.9%-13.7pp | 82.5%-19.3pp |
| Annual return | 19.52% | 28.10%-8.6pp | 28.19%-8.7pp | 345.46%-325.9pp |
| Employer contribution / active EE | $833 | $3,221-74.1% | $2,521-67.0% | $4,764-82.5% |
| Participant deferral / active EE | $1,696 | $4,778-64.5% | $4,049-58.1% | $5,851-71.0% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |