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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 | $21,908 | $107,941-79.7% | $91,994-76.2% | $152,897-85.7% |
| Participation rate | 53.3% | 81.2%-27.9pp | 78.6%-25.3pp | 82.5%-29.1pp |
| Annual return | 21.56% | 89.28%-67.7pp | 69.04%-47.5pp | 345.43%-323.9pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,477 | $6,366-45.4% | $5,924-41.3% | $5,851-40.6% |
| Admin fee / account holder | $79 | $10,521-99.2% | $7,744-99.0% | $11,599-99.3% |