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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 | $16,475 | $88,815-81.5% | $81,882-79.9% | $145,897-88.7% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 13.73% | 1033.75%-1020.0pp | 779.47%-765.7pp | 552.29%-538.6pp |
| Employer contribution / active EE | $1,057 | $3,086-65.7% | $2,916-63.7% | $4,663-77.3% |
| Participant deferral / active EE | $1,917 | $4,647-58.8% | $4,323-55.7% | $6,689-71.3% |
| Admin fee / account holder | $86 | $8,434-99.0% | $7,360-98.8% | $13,390-99.4% |