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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 | $20,942 | $102,663-79.6% | $86,216-75.7% | $139,466-85.0% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.0%-29.0pp | 80.3%-40.3pp |
| Annual return | 21.07% | 1924.52%-1903.4pp | 1169.42%-1148.3pp | 373.66%-352.6pp |
| Employer contribution / active EE | $1,151 | $3,035-62.1% | $2,382-51.7% | $4,754-75.8% |
| Participant deferral / active EE | $2,691 | $4,677-42.5% | $3,986-32.5% | $6,712-59.9% |
| Admin fee / account holder | $165 | $8,663-98.1% | $6,853-97.6% | $11,409-98.6% |