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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 | $11,375 | $109,863-89.6% | $98,477-88.4% | $167,518-93.2% |
| Participation rate | 44.4% | 75.8%-31.4pp | 73.3%-28.9pp | 82.1%-37.7pp |
| Annual return | 32.85% | 1958.09%-1925.2pp | 1493.59%-1460.7pp | 478.71%-445.9pp |
| Employer contribution / active EE | $535 | $3,225-83.4% | $2,961-81.9% | $4,838-88.9% |
| Participant deferral / active EE | $1,440 | $4,673-69.2% | $4,276-66.3% | $6,342-77.3% |
| Admin fee / account holder | $60 | $6,755-99.1% | $5,951-99.0% | $12,312-99.5% |