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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 | $19,917 | $112,915-82.4% | $90,965-78.1% | $158,950-87.5% |
| Participation rate | 56.3% | 74.7%-18.5pp | 69.0%-12.8pp | 82.0%-25.7pp |
| Annual return | 14.71% | 215.75%-201.0pp | 134.57%-119.9pp | 302.91%-288.2pp |
| Employer contribution / active EE | $1,590 | $2,894-45.1% | $2,122-25.1% | $4,762-66.6% |
| Participant deferral / active EE | $2,928 | $4,128-29.1% | $3,373-13.2% | $5,983-51.1% |
| Admin fee / account holder | $54 | $8,044-99.3% | $5,960-99.1% | $11,248-99.5% |