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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 | $20,774 | $29,319-29.1% | $52,425-60.4% | $82,448-74.8% |
| Participation rate | 26.5% | 46.9%-20.4pp | 55.6%-29.2pp | 68.1%-41.6pp |
| Annual return | 22.31% | 535.20%-512.9pp | 302.12%-279.8pp | 41.64%-19.3pp |
| Employer contribution / active EE | $349 | $586-40.5% | $914-61.8% | $2,551-86.3% |
| Participant deferral / active EE | $416 | $1,171-64.5% | $1,790-76.8% | $4,139-89.9% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |