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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 | $19,081 | $69,118-72.4% | $53,647-64.4% | $138,895-86.3% |
| Participation rate | 27.8% | 64.0%-36.2pp | 56.3%-28.5pp | 79.9%-52.1pp |
| Annual return | 25.50% | 248.26%-222.8pp | 358.33%-332.8pp | 145.39%-119.9pp |
| Employer contribution / active EE | $776 | $1,189-34.8% | $962-19.3% | $4,194-81.5% |
| Participant deferral / active EE | $1,129 | $2,274-50.4% | $1,813-37.7% | $6,396-82.3% |
| Admin fee / account holder | $20 | $2,724-99.3% | $2,460-99.2% | $12,562-99.8% |