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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 | $16,125 | $100,203-83.9% | $85,240-81.1% | $145,897-88.9% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 18.27% | 84.28%-66.0pp | 66.75%-48.5pp | 552.29%-534.0pp |
| Employer contribution / active EE | $1,707 | $3,242-47.3% | $2,735-37.6% | $4,663-63.4% |
| Participant deferral / active EE | $2,312 | $5,299-56.4% | $4,527-48.9% | $6,689-65.4% |
| Admin fee / account holder | $20 | $7,265-99.7% | $6,165-99.7% | $13,390-99.9% |