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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 | $24,947 | $81,749-69.5% | $58,544-57.4% | $139,456-82.1% |
| Participation rate | 29.4% | 61.3%-31.9pp | 50.9%-21.4pp | 80.3%-50.9pp |
| Annual return | 17.27% | 7425.45%-7408.2pp | 4249.56%-4232.3pp | 373.45%-356.2pp |
| Employer contribution / active EE | $661 | $1,398-52.7% | $1,053-37.3% | $4,753-86.1% |
| Participant deferral / active EE | $1,101 | $2,555-56.9% | $1,923-42.7% | $6,711-83.6% |
| Admin fee / account holder | $30 | $3,272-99.1% | $2,520-98.8% | $11,407-99.7% |