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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 | $16,549 | $109,411-84.9% | $89,435-81.5% | $158,982-89.6% |
| Participation rate | 61.5% | 74.3%-12.7pp | 68.0%-6.4pp | 82.0%-20.4pp |
| Annual return | 19.34% | 345.68%-326.3pp | 245.55%-226.2pp | 302.99%-283.6pp |
| Employer contribution / active EE | $791 | $3,173-75.1% | $2,587-69.4% | $4,763-83.4% |
| Participant deferral / active EE | $1,202 | $4,600-73.9% | $3,890-69.1% | $5,983-79.9% |
| Admin fee / account holder | $111 | $6,159-98.2% | $4,884-97.7% | $11,252-99.0% |