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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 | $36,488 | $83,337-56.2% | $67,834-46.2% | $273,972-86.7% |
| Participation rate | 33.3% | 76.4%-43.1pp | 68.8%-35.5pp | 83.0%-49.7pp |
| Annual return | 11.04% | 259.45%-248.4pp | 138.47%-127.4pp | 41.46%-30.4pp |
| Employer contribution / active EE | $667 | $3,287-79.7% | $2,403-72.3% | $4,869-86.3% |
| Participant deferral / active EE | $6,000 | $4,088+46.8% | $3,160+89.9% | $5,287+13.5% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |