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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 | $38,028 | $100,073-62.0% | $85,126-55.3% | $145,877-73.9% |
| Participation rate | 57.1% | 74.1%-17.0pp | 67.5%-10.4pp | 80.3%-23.2pp |
| Annual return | 9.40% | 84.11%-74.7pp | 66.63%-57.2pp | 551.28%-541.9pp |
| Employer contribution / active EE | $1,226 | $3,236-62.1% | $2,731-55.1% | $4,663-73.7% |
| Participant deferral / active EE | $971 | $5,294-81.7% | $4,523-78.5% | $6,691-85.5% |
| Admin fee / account holder | $40 | $7,261-99.4% | $6,160-99.3% | $13,402-99.7% |