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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 | $24,891 | $166,268-85.0% | $165,100-84.9% | $145,897-82.9% |
| Participation rate | 58.8% | 82.0%-23.2pp | 78.6%-19.8pp | 80.3%-21.5pp |
| Annual return | 12.26% | 100.52%-88.3pp | 70.21%-58.0pp | 552.29%-540.0pp |
| Employer contribution / active EE | $1,267 | $5,284-76.0% | $4,348-70.9% | $4,663-72.8% |
| Participant deferral / active EE | $3,487 | $6,964-49.9% | $6,035-42.2% | $6,689-47.9% |
| Admin fee / account holder | $120 | $16,659-99.3% | $12,696-99.1% | $13,390-99.1% |