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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 | $11,159 | $110,410-89.9% | $102,437-89.1% | $145,897-92.4% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 15.18% | 24.85%-9.7pp | 24.95%-9.8pp | 552.29%-537.1pp |
| Employer contribution / active EE | $1,165 | $4,217-72.4% | $3,871-69.9% | $4,663-75.0% |
| Participant deferral / active EE | $1,527 | $5,622-72.8% | $5,060-69.8% | $6,689-77.2% |
| Admin fee / account holder | $21 | $9,745-99.8% | $8,388-99.8% | $13,390-99.8% |