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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 | $30,098 | $118,869-74.7% | $96,575-68.8% | $167,518-82.0% |
| Participation rate | 22.2% | 75.5%-53.3pp | 69.8%-47.6pp | 82.1%-59.9pp |
| Annual return | 23.88% | 50.49%-26.6pp | 37.79%-13.9pp | 478.71%-454.8pp |
| Employer contribution / active EE | $817 | $3,120-73.8% | $2,357-65.4% | $4,838-83.1% |
| Participant deferral / active EE | $2,524 | $4,616-45.3% | $3,849-34.4% | $6,342-60.2% |
| Admin fee / account holder | $94 | $8,067-98.8% | $6,182-98.5% | $12,312-99.2% |