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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 | $12,580 | $108,701-88.4% | $74,723-83.2% | $152,909-91.8% |
| Participation rate | 11.1% | 65.4%-54.2pp | 54.5%-43.4pp | 82.5%-71.3pp |
| Annual return | 22.23% | 114.12%-91.9pp | 753.18%-730.9pp | 345.46%-323.2pp |
| Employer contribution / active EE | $287 | $1,504-80.9% | $1,084-73.5% | $4,764-94.0% |
| Participant deferral / active EE | $289 | $2,709-89.3% | $1,962-85.3% | $5,851-95.1% |
| Admin fee / account holder | $92 | $4,906-98.1% | $3,335-97.2% | $11,601-99.2% |