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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 | $21,335 | $176,688-87.9% | $130,660-83.7% | $152,909-86.0% |
| Participation rate | 36.4% | 79.0%-42.6pp | 71.7%-35.4pp | 82.5%-46.1pp |
| Annual return | 21.51% | 2693.08%-2671.6pp | 1709.29%-1687.8pp | 345.46%-324.0pp |
| Employer contribution / active EE | $59 | $5,743-99.0% | $4,092-98.5% | $4,764-98.8% |
| Participant deferral / active EE | $594 | $4,362-86.4% | $3,603-83.5% | $5,851-89.8% |
| Admin fee / account holder | $225 | $7,131-96.9% | $5,463-95.9% | $11,601-98.1% |