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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 | $18,955 | $45,041-57.9% | $63,003-69.9% | $70,131-73.0% |
| Participation rate | 0.0% | 69.5%-69.5pp | 74.8%-74.8pp | 69.5%-69.5pp |
| Annual return | 13.49% | 18.76%-5.3pp | 87.59%-74.1pp | 73.14%-59.7pp |
| Employer contribution / active EE | $2,051 | $2,0520% | $2,760-25.7% | $2,342-12.4% |
| Participant deferral / active EE | $2,066 | $2,465-16.2% | $3,329-38.0% | $3,332-38.0% |
| Admin fee / account holder | $0 | $2,836-100.0% | $3,600-100.0% | $4,645-100.0% |