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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 | $29,061 | $49,896-41.8% | $80,627-64.0% | $75,173-61.3% |
| Participation rate | 24.6% | 55.3%-30.8pp | 67.0%-42.5pp | 67.2%-42.6pp |
| Annual return | 15.63% | 34.67%-19.0pp | 936.76%-921.1pp | 160.72%-145.1pp |
| Employer contribution / active EE | $405 | $1,699-76.2% | $2,723-85.1% | $2,671-84.8% |
| Participant deferral / active EE | $830 | $2,992-72.2% | $4,443-81.3% | $4,126-79.9% |
| Admin fee / account holder | $37 | $3,578-99.0% | $5,381-99.3% | $5,651-99.3% |