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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 | $31,007 | $76,634-59.5% | $56,054-44.7% | $145,978-78.8% |
| Participation rate | 25.0% | 63.2%-38.2pp | 52.5%-27.5pp | 80.3%-55.3pp |
| Annual return | 13.80% | 3004.33%-2990.5pp | 1705.95%-1692.1pp | 550.52%-536.7pp |
| Employer contribution / active EE | $522 | $1,380-62.2% | $1,039-49.7% | $4,662-88.8% |
| Participant deferral / active EE | $597 | $2,622-77.2% | $1,952-69.4% | $6,690-91.1% |
| Admin fee / account holder | $59 | $3,321-98.2% | $2,822-97.9% | $13,400-99.6% |