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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 | $12,348 | $109,872-88.8% | $98,483-87.5% | $167,536-92.6% |
| Participation rate | 26.1% | 75.8%-49.7pp | 73.3%-47.3pp | 82.1%-56.0pp |
| Annual return | 11.82% | 1959.31%-1947.5pp | 1494.38%-1482.6pp | 478.82%-467.0pp |
| Employer contribution / active EE | $378 | $3,225-88.3% | $2,961-87.2% | $4,839-92.2% |
| Participant deferral / active EE | $950 | $4,673-79.7% | $4,276-77.8% | $6,342-85.0% |
| Admin fee / account holder | $146 | $6,757-97.8% | $5,953-97.5% | $12,315-98.8% |