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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 | $25,085 | $103,008-75.6% | $90,304-72.2% | $152,897-83.6% |
| Participation rate | 61.1% | 75.9%-14.8pp | 73.3%-12.2pp | 82.5%-21.3pp |
| Annual return | 21.01% | 95.22%-74.2pp | 78.13%-57.1pp | 345.43%-324.4pp |
| Employer contribution / active EE | $640 | $3,139-79.6% | $2,855-77.6% | $4,764-86.6% |
| Participant deferral / active EE | $1,375 | $4,281-67.9% | $3,885-64.6% | $5,851-76.5% |
| Admin fee / account holder | $23 | $6,175-99.6% | $5,354-99.6% | $11,599-99.8% |