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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 | $19,460 | $29,733-34.6% | $56,025-65.3% | $80,959-76.0% |
| Participation rate | 29.0% | 41.7%-12.7pp | 52.5%-23.5pp | 67.7%-38.6pp |
| Annual return | 35.11% | 35.28%-0.2pp | 1712.69%-1677.6pp | 35.67%-0.6pp |
| Employer contribution / active EE | $655 | $672-2.5% | $1,042-37.1% | $2,757-76.2% |
| Participant deferral / active EE | $1,523 | $1,229+23.8% | $1,955-22.1% | $4,300-64.6% |
| Admin fee / account holder | $135 | $2,434-94.5% | $2,828-95.2% | $6,925-98.1% |