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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 | $17,058 | $72,071-76.3% | $68,368-75.1% | $137,256-87.6% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 19.82% | 353.14%-333.3pp | 292.57%-272.8pp | 220.34%-200.5pp |
| Employer contribution / active EE | $446 | $2,788-84.0% | $2,649-83.2% | $4,156-89.3% |
| Participant deferral / active EE | $1,606 | $4,410-63.6% | $4,123-61.1% | $6,407-74.9% |
| Admin fee / account holder | $4 | $5,336-99.9% | $5,150-99.9% | $12,270-100.0% |