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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 | $88,754-73.7% | $81,820-71.5% | $145,877-84.0% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 11.64% | 1031.77%-1020.1pp | 777.93%-766.3pp | 551.28%-539.6pp |
| Employer contribution / active EE | $2,258 | $3,085-26.8% | $2,915-22.5% | $4,663-51.6% |
| Participant deferral / active EE | $7,242 | $4,648+55.8% | $4,323+67.5% | $6,691+8.2% |
| Admin fee / account holder | $20 | $8,424-99.8% | $7,391-99.7% | $13,402-99.9% |