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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 | $15,742 | $111,814-85.9% | $103,374-84.8% | $145,959-89.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 18.24% | 24.77%-6.5pp | 24.89%-6.7pp | 561.95%-543.7pp |
| Employer contribution / active EE | $1,223 | $4,214-71.0% | $3,869-68.4% | $4,661-73.8% |
| Participant deferral / active EE | $2,418 | $5,618-57.0% | $5,058-52.2% | $6,689-63.8% |
| Admin fee / account holder | $20 | $9,754-99.8% | $8,394-99.8% | $13,398-99.9% |