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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 | $15,905 | $52,353-69.6% | $120,225-86.8% | $82,448-80.7% |
| Participation rate | 19.5% | 58.3%-38.8pp | 69.6%-50.1pp | 68.1%-48.6pp |
| Annual return | 19.51% | 61.85%-42.3pp | 439.23%-419.7pp | 41.64%-22.1pp |
| Employer contribution / active EE | $284 | $1,510-81.2% | $3,475-91.8% | $2,551-88.9% |
| Participant deferral / active EE | $782 | $2,627-70.2% | $3,999-80.4% | $4,139-81.1% |
| Admin fee / account holder | $108 | $4,363-97.5% | $5,696-98.1% | $7,234-98.5% |