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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 | $76,634-92.5% | $56,054-89.8% | $145,978-96.1% |
| Participation rate | 36.8% | 63.2%-26.4pp | 52.5%-15.6pp | 80.3%-43.5pp |
| Annual return | 17.17% | 3004.33%-2987.2pp | 1705.95%-1688.8pp | 550.52%-533.3pp |
| Employer contribution / active EE | $589 | $1,380-57.3% | $1,039-43.3% | $4,662-87.4% |
| Participant deferral / active EE | $715 | $2,622-72.7% | $1,952-63.4% | $6,690-89.3% |
| Admin fee / account holder | $143 | $3,321-95.7% | $2,822-94.9% | $13,400-98.9% |