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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 | $16,807 | $76,634-78.1% | $56,054-70.0% | $145,978-88.5% |
| Participation rate | 10.0% | 63.2%-53.2pp | 52.5%-42.5pp | 80.3%-70.3pp |
| Annual return | 15.81% | 3004.33%-2988.5pp | 1705.95%-1690.1pp | 550.52%-534.7pp |
| Employer contribution / active EE | $256 | $1,380-81.5% | $1,039-75.4% | $4,662-94.5% |
| Participant deferral / active EE | $958 | $2,622-63.5% | $1,952-50.9% | $6,690-85.7% |
| Admin fee / account holder | $127 | $3,321-96.2% | $2,822-95.5% | $13,400-99.1% |