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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 | $8,324 | $52,380-84.1% | $98,755-91.6% | $85,856-90.3% |
| Participation rate | 22.2% | 58.0%-35.7pp | 65.7%-43.5pp | 69.3%-47.1pp |
| Annual return | 32.38% | 25.82%+6.6pp | 49.91%-17.5pp | 318.58%-286.2pp |
| Employer contribution / active EE | $324 | $1,337-75.7% | $2,067-84.3% | $2,565-87.4% |
| Participant deferral / active EE | $1,151 | $2,101-45.2% | $3,035-62.1% | $3,952-70.9% |
| Admin fee / account holder | $37 | $3,865-99.1% | $4,076-99.1% | $6,261-99.4% |