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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 | $18,824 | $99,009-81.0% | $86,581-78.3% | $147,585-87.2% |
| Participation rate | 42.9% | 76.3%-33.5pp | 73.5%-30.7pp | 82.8%-40.0pp |
| Annual return | 496.23% | 1312.70%-816.5pp | 965.06%-468.8pp | 578.58%-82.4pp |
| Employer contribution / active EE | $636 | $3,132-79.7% | $2,840-77.6% | $4,876-87.0% |
| Participant deferral / active EE | $9,459 | $3,972+138.1% | $3,609+162.1% | $5,439+73.9% |
| Admin fee / account holder | $180 | $5,709-96.9% | $4,904-96.3% | $10,886-98.3% |