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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 | $9,091 | $149,040-93.9% | $120,225-92.4% | $137,256-93.4% |
| Participation rate | 33.3% | 75.4%-42.1pp | 69.6%-36.2pp | 80.0%-46.6pp |
| Annual return | 26.51% | 605.68%-579.2pp | 439.23%-412.7pp | 220.34%-193.8pp |
| Employer contribution / active EE | $400 | $4,350-90.8% | $3,475-88.5% | $4,156-90.4% |
| Participant deferral / active EE | $400 | $4,655-91.4% | $3,999-90.0% | $6,407-93.8% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |