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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 | $26,734 | $103,000-74.0% | $90,300-70.4% | $152,885-82.5% |
| Participation rate | 43.8% | 75.9%-32.1pp | 73.3%-29.5pp | 82.5%-38.7pp |
| Annual return | 26.00% | 95.19%-69.2pp | 78.11%-52.1pp | 345.39%-319.4pp |
| Employer contribution / active EE | $1,273 | $3,138-59.5% | $2,854-55.4% | $4,763-73.3% |
| Participant deferral / active EE | $2,888 | $4,281-32.5% | $3,884-25.7% | $5,851-50.6% |
| Admin fee / account holder | $158 | $6,173-97.4% | $5,353-97.1% | $11,598-98.6% |