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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 | $17,212 | $108,226-84.1% | $77,513-77.8% | $158,950-89.2% |
| Participation rate | 9.1% | 64.4%-55.3pp | 54.2%-45.1pp | 82.0%-72.9pp |
| Annual return | 25.02% | 31.67%-6.7pp | 54.81%-29.8pp | 302.91%-277.9pp |
| Employer contribution / active EE | $117 | $1,325-91.2% | $987-88.2% | $4,762-97.5% |
| Participant deferral / active EE | $292 | $2,456-88.1% | $1,861-84.3% | $5,983-95.1% |
| Admin fee / account holder | $0 | $3,710-100.0% | $2,859-100.0% | $11,248-100.0% |