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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 | $25,171 | $100,805-75.0% | $86,698-71.0% | $134,532-81.3% |
| Participation rate | 69.2% | 79.0%-9.7pp | 76.6%-7.4pp | 81.2%-12.0pp |
| Annual return | 0.00% | 29.09%-29.1pp | 35.95%-35.9pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,233 | $3,490-64.7% | $2,837-56.5% | $4,741-74.0% |
| Participant deferral / active EE | $5,110 | $5,339-4.3% | $4,656+9.7% | $6,401-20.2% |
| Admin fee / account holder | $93 | $10,925-99.1% | $7,493-98.8% | $11,429-99.2% |