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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 | $21,216 | $70,366-69.8% | $66,674-68.2% | $138,895-84.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 20.34% | 386.41%-366.1pp | 321.24%-300.9pp | 145.39%-125.1pp |
| Employer contribution / active EE | $894 | $2,765-67.7% | $2,620-65.9% | $4,194-78.7% |
| Participant deferral / active EE | $894 | $4,374-79.6% | $4,084-78.1% | $6,396-86.0% |
| Admin fee / account holder | $137 | $5,262-97.4% | $5,098-97.3% | $12,562-98.9% |