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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 | $5,723 | $76,519-92.5% | $56,025-89.8% | $145,897-96.1% |
| Participation rate | 36.8% | 63.2%-26.4pp | 52.5%-15.7pp | 80.3%-43.5pp |
| Annual return | 17.17% | 3017.03%-2999.9pp | 1712.69%-1695.5pp | 552.29%-535.1pp |
| Employer contribution / active EE | $589 | $1,383-57.4% | $1,042-43.4% | $4,663-87.4% |
| Participant deferral / active EE | $715 | $2,624-72.8% | $1,955-63.4% | $6,689-89.3% |
| Admin fee / account holder | $143 | $3,331-95.7% | $2,828-94.9% | $13,390-98.9% |