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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 | $36,901 | $76,519-51.8% | $56,025-34.1% | $145,897-74.7% |
| Participation rate | 28.6% | 63.2%-34.7pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | 15.48% | 3017.03%-3001.6pp | 1712.69%-1697.2pp | 552.29%-536.8pp |
| Employer contribution / active EE | $650 | $1,383-53.0% | $1,042-37.6% | $4,663-86.1% |
| Participant deferral / active EE | $2,551 | $2,624-2.8% | $1,955+30.5% | $6,689-61.9% |
| Admin fee / account holder | $18 | $3,331-99.5% | $2,828-99.4% | $13,390-99.9% |