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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 | $28,519 | $129,737-78.0% | $119,126-76.1% | $154,746-81.6% |
| Participation rate | 46.2% | 78.9%-32.7pp | 75.8%-29.6pp | 80.7%-34.5pp |
| Annual return | 16.47% | 379.08%-362.6pp | 282.11%-265.6pp | 172.34%-155.9pp |
| Employer contribution / active EE | $1,274 | $4,375-70.9% | $4,034-68.4% | $4,379-70.9% |
| Participant deferral / active EE | $3,044 | $5,842-47.9% | $5,318-42.8% | $6,730-54.8% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |