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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 | $22,187 | $156,398-85.8% | $147,318-84.9% | $138,895-84.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 0.00% | 78.75%-78.7pp | 70.43%-70.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $2,388 | $4,853-50.8% | $4,593-48.0% | $4,194-43.1% |
| Participant deferral / active EE | $11,833 | $8,237+43.7% | $7,906+49.7% | $6,396+85.0% |
| Admin fee / account holder | $10 | $14,976-99.9% | $13,708-99.9% | $12,562-99.9% |