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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 | $11,248 | $49,976-77.5% | $66,674-83.1% | $82,637-86.4% |
| Participation rate | 34.2% | 63.1%-28.9pp | 73.7%-39.5pp | 68.1%-33.8pp |
| Annual return | 22.56% | 39.09%-16.5pp | 321.24%-298.7pp | 53.51%-30.9pp |
| Employer contribution / active EE | $562 | $1,988-71.8% | $2,620-78.6% | $2,552-78.0% |
| Participant deferral / active EE | $754 | $2,847-73.5% | $4,084-81.5% | $4,126-81.7% |
| Admin fee / account holder | $74 | $4,594-98.4% | $5,098-98.6% | $7,339-99.0% |