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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 | $9,088 | $29,733-69.4% | $56,025-83.8% | $80,959-88.8% |
| Participation rate | 24.1% | 41.7%-17.6pp | 52.5%-28.4pp | 67.7%-43.5pp |
| Annual return | 15.02% | 35.28%-20.3pp | 1712.69%-1697.7pp | 35.67%-20.7pp |
| Employer contribution / active EE | $253 | $672-62.3% | $1,042-75.7% | $2,757-90.8% |
| Participant deferral / active EE | $269 | $1,229-78.1% | $1,955-86.2% | $4,300-93.7% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,828-100.0% | $6,925-100.0% |