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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 | $42,697 | $80,812-47.2% | $160,784-73.4% | $82,448-48.2% |
| Participation rate | 31.3% | 66.2%-35.0pp | 77.0%-45.7pp | 68.1%-36.8pp |
| Annual return | 20.06% | 100.59%-80.5pp | 1803.92%-1783.9pp | 41.64%-21.6pp |
| Employer contribution / active EE | $940 | $2,174-56.8% | $3,733-74.8% | $2,551-63.1% |
| Participant deferral / active EE | $2,603 | $4,335-40.0% | $6,293-58.6% | $4,139-37.1% |
| Admin fee / account holder | $23 | $7,695-99.7% | $9,717-99.8% | $7,234-99.7% |