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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 | $30,887 | $100,073-69.1% | $85,126-63.7% | $145,877-78.8% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 18.24% | 84.11%-65.9pp | 66.63%-48.4pp | 551.28%-533.0pp |
| Employer contribution / active EE | $692 | $3,236-78.6% | $2,731-74.7% | $4,663-85.2% |
| Participant deferral / active EE | $3,542 | $5,294-33.1% | $4,523-21.7% | $6,691-47.1% |
| Admin fee / account holder | $20 | $7,261-99.7% | $6,160-99.7% | $13,402-99.9% |