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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 | $27,525 | $70,366-60.9% | $66,674-58.7% | $138,895-80.2% |
| Participation rate | 33.3% | 76.2%-42.8pp | 73.7%-40.3pp | 79.9%-46.6pp |
| Annual return | 20.40% | 386.41%-366.0pp | 321.24%-300.8pp | 145.39%-125.0pp |
| Employer contribution / active EE | $1,078 | $2,765-61.0% | $2,620-58.9% | $4,194-74.3% |
| Participant deferral / active EE | $1,848 | $4,374-57.8% | $4,084-54.8% | $6,396-71.1% |
| Admin fee / account holder | $262 | $5,262-95.0% | $5,098-94.9% | $12,562-97.9% |