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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 | $19,207 | $132,634-85.5% | $115,768-83.4% | $137,256-86.0% |
| Participation rate | 53.8% | 77.9%-24.0pp | 74.4%-20.5pp | 80.0%-26.1pp |
| Annual return | 20.25% | 160.70%-140.5pp | 100.46%-80.2pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,074 | $3,360-68.0% | $2,940-63.5% | $4,156-74.1% |
| Participant deferral / active EE | $1,692 | $5,619-69.9% | $4,917-65.6% | $6,407-73.6% |
| Admin fee / account holder | $97 | $15,028-99.4% | $12,439-99.2% | $12,270-99.2% |