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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 | $46,160 | $107,368-57.0% | $92,915-50.3% | $152,909-69.8% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.0%-18.9pp | 82.5%-25.3pp |
| Annual return | 23.04% | 145.64%-122.6pp | 109.45%-86.4pp | 345.46%-322.4pp |
| Employer contribution / active EE | $1,085 | $4,222-74.3% | $3,653-70.3% | $4,764-77.2% |
| Participant deferral / active EE | $1,720 | $4,848-64.5% | $4,238-59.4% | $5,851-70.6% |
| Admin fee / account holder | $19 | $7,082-99.7% | $5,796-99.7% | $11,601-99.8% |