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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 | $5,869 | $67,823-91.3% | $52,425-88.8% | $137,256-95.7% |
| Participation rate | 38.5% | 63.9%-25.4pp | 55.6%-17.2pp | 80.0%-41.5pp |
| Annual return | 23.18% | 219.11%-195.9pp | 302.12%-278.9pp | 220.34%-197.2pp |
| Employer contribution / active EE | $260 | $1,163-77.7% | $914-71.6% | $4,156-93.7% |
| Participant deferral / active EE | $435 | $2,288-81.0% | $1,790-75.7% | $6,407-93.2% |
| Admin fee / account holder | $47 | $2,844-98.3% | $2,495-98.1% | $12,270-99.6% |