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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 | $2,455 | $67,823-96.4% | $52,425-95.3% | $137,256-98.2% |
| Participation rate | 68.4% | 63.9%+4.5pp | 55.6%+12.8pp | 80.0%-11.5pp |
| Annual return | 22.89% | 219.11%-196.2pp | 302.12%-279.2pp | 220.34%-197.4pp |
| Employer contribution / active EE | $158 | $1,163-86.4% | $914-82.7% | $4,156-96.2% |
| Participant deferral / active EE | $751 | $2,288-67.2% | $1,790-58.0% | $6,407-88.3% |
| Admin fee / account holder | $25 | $2,844-99.1% | $2,495-99.0% | $12,270-99.8% |