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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 | $25,817 | $28,624-9.8% | $53,647-51.9% | $82,637-68.8% |
| Participation rate | 44.0% | 47.3%-3.3pp | 56.3%-12.3pp | 68.1%-24.1pp |
| Annual return | 31.03% | 664.98%-634.0pp | 358.33%-327.3pp | 53.51%-22.5pp |
| Employer contribution / active EE | $300 | $637-52.9% | $962-68.8% | $2,552-88.2% |
| Participant deferral / active EE | $303 | $1,196-74.6% | $1,813-83.3% | $4,126-92.6% |
| Admin fee / account holder | $233 | $2,022-88.5% | $2,460-90.5% | $7,339-96.8% |