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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 | $15,572 | $84,684-81.6% | $73,835-78.9% | $125,388-87.6% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | 2.17% | 3123.93%-3121.8pp | 2268.13%-2266.0pp | 282.24%-280.1pp |
| Employer contribution / active EE | $452 | $3,123-85.5% | $2,788-83.8% | $4,866-90.7% |
| Participant deferral / active EE | $911 | $3,993-77.2% | $3,583-74.6% | $5,352-83.0% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,541-100.0% |