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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 | $7,242 | $149,040-95.1% | $120,225-94.0% | $137,256-94.7% |
| Participation rate | 25.0% | 75.4%-50.4pp | 69.6%-44.6pp | 80.0%-55.0pp |
| Annual return | 36.16% | 605.68%-569.5pp | 439.23%-403.1pp | 220.34%-184.2pp |
| Employer contribution / active EE | $530 | $4,350-87.8% | $3,475-84.7% | $4,156-87.2% |
| Participant deferral / active EE | $1,287 | $4,655-72.4% | $3,999-67.8% | $6,407-79.9% |
| Admin fee / account holder | $253 | $6,348-96.0% | $5,696-95.6% | $12,270-97.9% |