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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 | $15,723 | $67,823-76.8% | $52,425-70.0% | $137,256-88.5% |
| Participation rate | 21.4% | 63.9%-42.5pp | 55.6%-34.2pp | 80.0%-58.5pp |
| Annual return | 16.52% | 219.11%-202.6pp | 302.12%-285.6pp | 220.34%-203.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $196 | $2,844-93.1% | $2,495-92.2% | $12,270-98.4% |