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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 | $25,291 | $99,031-74.5% | $86,597-70.8% | $147,585-82.9% |
| Participation rate | 30.0% | 76.3%-46.3pp | 73.5%-43.5pp | 82.8%-52.8pp |
| Annual return | 22.12% | 1312.56%-1290.4pp | 964.96%-942.8pp | 578.57%-556.5pp |
| Employer contribution / active EE | $758 | $3,132-75.8% | $2,840-73.3% | $4,876-84.5% |
| Participant deferral / active EE | $903 | $3,972-77.3% | $3,609-75.0% | $5,439-83.4% |
| Admin fee / account holder | $229 | $5,711-96.0% | $4,906-95.3% | $10,885-97.9% |