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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 | $15,192 | $109,872-86.2% | $98,483-84.6% | $167,536-90.9% |
| Participation rate | 57.1% | 75.8%-18.7pp | 73.3%-16.2pp | 82.1%-25.0pp |
| Annual return | 11.62% | 1959.31%-1947.7pp | 1494.38%-1482.8pp | 478.82%-467.2pp |
| Employer contribution / active EE | $702 | $3,225-78.2% | $2,961-76.3% | $4,839-85.5% |
| Participant deferral / active EE | $1,489 | $4,673-68.1% | $4,276-65.2% | $6,342-76.5% |
| Admin fee / account holder | $261 | $6,757-96.1% | $5,953-95.6% | $12,315-97.9% |