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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 | $63,746 | $88,815-28.2% | $81,882-22.1% | $145,897-56.3% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 13.84% | 1033.75%-1019.9pp | 779.47%-765.6pp | 552.29%-538.5pp |
| Employer contribution / active EE | $1,713 | $3,086-44.5% | $2,916-41.3% | $4,663-63.3% |
| Participant deferral / active EE | $1,713 | $4,647-63.2% | $4,323-60.4% | $6,689-74.4% |
| Admin fee / account holder | $64 | $8,434-99.2% | $7,360-99.1% | $13,390-99.5% |