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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 | $2,078 | $94,439-97.8% | $73,658-97.2% | $154,746-98.7% |
| Participation rate | 33.3% | 64.7%-31.3pp | 57.0%-23.7pp | 80.7%-47.4pp |
| Annual return | 57.14% | 28.25%+28.9pp | 29.72%+27.4pp | 172.34%-115.2pp |
| Employer contribution / active EE | $272 | $1,257-78.4% | $1,032-73.7% | $4,379-93.8% |
| Participant deferral / active EE | $403 | $2,527-84.1% | $2,062-80.5% | $6,730-94.0% |
| Admin fee / account holder | $2 | $3,843-99.9% | $3,357-99.9% | $14,365-100.0% |