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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 | $28,606 | $70,435-59.4% | $96,575-70.4% | $85,856-66.7% |
| Participation rate | 36.8% | 61.8%-25.0pp | 69.8%-33.0pp | 69.3%-32.5pp |
| Annual return | 0.00% | 18.59%-18.6pp | 37.79%-37.8pp | 318.58%-318.6pp |
| Employer contribution / active EE | $394 | $1,413-72.1% | $2,357-83.3% | $2,565-84.6% |
| Participant deferral / active EE | $1,884 | $2,894-34.9% | $3,849-51.0% | $3,952-52.3% |
| Admin fee / account holder | $0 | $4,997-100.0% | $6,182-100.0% | $6,261-100.0% |