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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 | $49,359 | $76,608-35.6% | $56,077-12.0% | $145,877-66.2% |
| Participation rate | 9.1% | 63.2%-54.2pp | 52.5%-43.4pp | 80.3%-71.2pp |
| Annual return | 9.95% | 3009.59%-2999.6pp | 1709.28%-1699.3pp | 551.28%-541.3pp |
| Employer contribution / active EE | $304 | $1,382-78.0% | $1,040-70.7% | $4,663-93.5% |
| Participant deferral / active EE | $293 | $2,624-88.8% | $1,954-85.0% | $6,691-95.6% |
| Admin fee / account holder | $260 | $3,325-92.2% | $2,825-90.8% | $13,402-98.1% |