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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 | $18,198 | $81,763-77.7% | $58,561-68.9% | $139,466-87.0% |
| Participation rate | 18.2% | 61.3%-43.2pp | 50.9%-32.7pp | 80.3%-62.2pp |
| Annual return | 37.36% | 7427.77%-7390.4pp | 4251.33%-4214.0pp | 373.66%-336.3pp |
| Employer contribution / active EE | $345 | $1,398-75.3% | $1,053-67.3% | $4,754-92.7% |
| Participant deferral / active EE | $2,173 | $2,555-15.0% | $1,923+13.0% | $6,712-67.6% |
| Admin fee / account holder | $55 | $3,273-98.3% | $2,520-97.8% | $11,409-99.5% |