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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 | $55,062 | $165,939-66.8% | $122,354-55.0% | $147,586-62.7% |
| Participation rate | 46.7% | 79.6%-32.9pp | 71.6%-25.0pp | 82.8%-36.2pp |
| Annual return | 17.05% | 34.56%-17.5pp | 30.28%-13.2pp | 578.59%-561.5pp |
| Employer contribution / active EE | $7 | $5,754-99.9% | $4,051-99.8% | $4,876-99.9% |
| Participant deferral / active EE | $349 | $4,005-91.3% | $3,287-89.4% | $5,439-93.6% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |