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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 | $16,420 | $107,368-84.7% | $92,915-82.3% | $152,909-89.3% |
| Participation rate | 58.3% | 79.8%-21.5pp | 76.0%-17.7pp | 82.5%-24.1pp |
| Annual return | 25.17% | 145.64%-120.5pp | 109.45%-84.3pp | 345.46%-320.3pp |
| Employer contribution / active EE | $1,187 | $4,222-71.9% | $3,653-67.5% | $4,764-75.1% |
| Participant deferral / active EE | $2,935 | $4,848-39.5% | $4,238-30.7% | $5,851-49.8% |
| Admin fee / account holder | $15 | $7,082-99.8% | $5,796-99.7% | $11,601-99.9% |