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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 | $17,003 | $114,093-85.1% | $96,171-82.3% | $167,536-89.9% |
| Participation rate | 33.3% | 75.1%-41.7pp | 68.4%-35.1pp | 82.1%-48.8pp |
| Annual return | 17.83% | 190.00%-172.2pp | 192.04%-174.2pp | 478.82%-461.0pp |
| Employer contribution / active EE | $327 | $3,429-90.5% | $2,799-88.3% | $4,839-93.2% |
| Participant deferral / active EE | $1,474 | $5,197-71.6% | $4,350-66.1% | $6,342-76.8% |
| Admin fee / account holder | $18 | $6,899-99.7% | $5,538-99.7% | $12,315-99.9% |