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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 | $30,104 | $65,423-54.0% | $98,477-69.4% | $85,856-64.9% |
| Participation rate | 58.8% | 65.0%-6.2pp | 73.3%-14.5pp | 69.3%-10.5pp |
| Annual return | 14.56% | 21.76%-7.2pp | 1493.59%-1479.0pp | 318.58%-304.0pp |
| Employer contribution / active EE | $1,856 | $2,168-14.4% | $2,961-37.3% | $2,565-27.7% |
| Participant deferral / active EE | $2,759 | $3,167-12.9% | $4,276-35.5% | $3,952-30.2% |
| Admin fee / account holder | $264 | $4,594-94.3% | $5,951-95.6% | $6,261-95.8% |