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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 | $43,495 | $107,363-59.5% | $92,909-53.2% | $152,897-71.6% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.5%-49.1pp |
| Annual return | 24.01% | 145.63%-121.6pp | 109.44%-85.4pp | 345.43%-321.4pp |
| Employer contribution / active EE | $1,286 | $4,222-69.5% | $3,653-64.8% | $4,764-73.0% |
| Participant deferral / active EE | $1,617 | $4,848-66.6% | $4,238-61.8% | $5,851-72.4% |
| Admin fee / account holder | $21 | $7,082-99.7% | $5,795-99.6% | $11,599-99.8% |