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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 | $35,683 | $67,823-47.4% | $52,425-31.9% | $137,256-74.0% |
| Participation rate | 27.3% | 63.9%-36.6pp | 55.6%-28.4pp | 80.0%-52.7pp |
| Annual return | 14.89% | 219.11%-204.2pp | 302.12%-287.2pp | 220.34%-205.5pp |
| Employer contribution / active EE | $401 | $1,163-65.5% | $914-56.1% | $4,156-90.3% |
| Participant deferral / active EE | $689 | $2,288-69.9% | $1,790-61.5% | $6,407-89.2% |
| Admin fee / account holder | $30 | $2,844-98.9% | $2,495-98.8% | $12,270-99.8% |