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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 | $25,842 | $58,258-55.6% | $81,820-68.4% | $80,925-68.1% |
| Participation rate | 25.0% | 63.5%-38.5pp | 72.4%-47.4pp | 67.7%-42.7pp |
| Annual return | 12.53% | 41.76%-29.2pp | 777.93%-765.4pp | 35.65%-23.1pp |
| Employer contribution / active EE | $632 | $2,345-73.0% | $2,915-78.3% | $2,756-77.1% |
| Participant deferral / active EE | $1,344 | $3,284-59.1% | $4,323-68.9% | $4,299-68.7% |
| Admin fee / account holder | $234 | $4,976-95.3% | $7,391-96.8% | $6,940-96.6% |