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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 | $20,093 | $150,207-86.6% | $120,380-83.3% | $145,978-86.2% |
| Participation rate | 20.0% | 78.8%-58.8pp | 71.9%-51.9pp | 80.3%-60.3pp |
| Annual return | 13.55% | 154.28%-140.7pp | 107.28%-93.7pp | 550.52%-537.0pp |
| Employer contribution / active EE | $1,157 | $4,351-73.4% | $3,465-66.6% | $4,662-75.2% |
| Participant deferral / active EE | $1,457 | $6,175-76.4% | $4,992-70.8% | $6,690-78.2% |
| Admin fee / account holder | $146 | $12,203-98.8% | $9,421-98.5% | $13,400-98.9% |