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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 | $28,073 | $101,618-72.4% | $93,063-69.8% | $137,256-79.5% |
| Participation rate | 50.0% | 74.9%-24.9pp | 72.1%-22.1pp | 80.0%-30.0pp |
| Annual return | 18.19% | 223.95%-205.8pp | 34.15%-16.0pp | 220.34%-202.2pp |
| Employer contribution / active EE | $775 | $2,707-71.4% | $2,476-68.7% | $4,156-81.4% |
| Participant deferral / active EE | $775 | $4,279-81.9% | $3,958-80.4% | $6,407-87.9% |
| Admin fee / account holder | $85 | $6,198-98.6% | $6,033-98.6% | $12,270-99.3% |