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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 | $26,413 | $49,897-47.1% | $80,648-67.2% | $75,177-64.9% |
| Participation rate | 31.4% | 55.3%-23.9pp | 67.0%-35.6pp | 67.2%-35.8pp |
| Annual return | 17.43% | 34.68%-17.3pp | 937.21%-919.8pp | 160.75%-143.3pp |
| Employer contribution / active EE | $932 | $1,699-45.1% | $2,724-65.8% | $2,671-65.1% |
| Participant deferral / active EE | $1,917 | $2,992-35.9% | $4,443-56.9% | $4,126-53.5% |
| Admin fee / account holder | $0 | $3,579-100.0% | $5,382-100.0% | $5,651-100.0% |