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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 | $15,105 | $149,040-89.9% | $120,225-87.4% | $137,256-89.0% |
| Participation rate | 33.3% | 75.4%-42.1pp | 69.6%-36.2pp | 80.0%-46.6pp |
| Annual return | 19.59% | 605.68%-586.1pp | 439.23%-419.6pp | 220.34%-200.7pp |
| Employer contribution / active EE | $338 | $4,350-92.2% | $3,475-90.3% | $4,156-91.9% |
| Participant deferral / active EE | $489 | $4,655-89.5% | $3,999-87.8% | $6,407-92.4% |
| Admin fee / account holder | $168 | $6,348-97.4% | $5,696-97.1% | $12,270-98.6% |