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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 | $19,556 | $100,073-80.5% | $85,126-77.0% | $145,877-86.6% |
| Participation rate | 20.0% | 74.1%-54.1pp | 67.5%-47.5pp | 80.3%-60.3pp |
| Annual return | 11.79% | 84.11%-72.3pp | 66.63%-54.8pp | 551.28%-539.5pp |
| Employer contribution / active EE | $719 | $3,236-77.8% | $2,731-73.7% | $4,663-84.6% |
| Participant deferral / active EE | $1,596 | $5,294-69.8% | $4,523-64.7% | $6,691-76.1% |
| Admin fee / account holder | $18 | $7,261-99.8% | $6,160-99.7% | $13,402-99.9% |