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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 | $22,078 | $115,917-81.0% | $100,535-78.0% | $158,982-86.1% |
| Participation rate | 33.3% | 81.6%-48.3pp | 79.4%-46.1pp | 82.0%-48.6pp |
| Annual return | 20.78% | 34.80%-14.0pp | 30.90%-10.1pp | 302.99%-282.2pp |
| Employer contribution / active EE | $3,333 | $4,105-18.8% | $3,419-2.5% | $4,763-30.0% |
| Participant deferral / active EE | $0 | $6,677-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |