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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 | $76,086 | $88,710-14.2% | $81,783-7.0% | $145,959-47.9% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 15.03% | 1027.26%-1012.2pp | 775.05%-760.0pp | 561.95%-546.9pp |
| Employer contribution / active EE | $792 | $3,083-74.3% | $2,913-72.8% | $4,661-83.0% |
| Participant deferral / active EE | $2,215 | $4,645-52.3% | $4,320-48.7% | $6,689-66.9% |
| Admin fee / account holder | $45 | $8,407-99.5% | $7,380-99.4% | $13,398-99.7% |