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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 | $23,325 | $88,815-73.7% | $81,882-71.5% | $145,897-84.0% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 11.64% | 1033.75%-1022.1pp | 779.47%-767.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $2,258 | $3,086-26.8% | $2,916-22.6% | $4,663-51.6% |
| Participant deferral / active EE | $7,242 | $4,647+55.8% | $4,323+67.5% | $6,689+8.3% |
| Admin fee / account holder | $20 | $8,434-99.8% | $7,360-99.7% | $13,390-99.9% |