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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 | $17,972 | $169,356-89.4% | $129,406-86.1% | $145,897-87.7% |
| Participation rate | 58.3% | 76.5%-18.2pp | 69.6%-11.3pp | 80.3%-22.0pp |
| Annual return | 14.05% | 14418.62%-14404.6pp | 9468.18%-9454.1pp | 552.29%-538.2pp |
| Employer contribution / active EE | $1,228 | $5,542-77.8% | $4,155-70.4% | $4,663-73.7% |
| Participant deferral / active EE | $2,555 | $4,987-48.8% | $4,167-38.7% | $6,689-61.8% |
| Admin fee / account holder | $86 | $9,915-99.1% | $7,689-98.9% | $13,390-99.4% |