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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 | $51,570 | $81,664-36.9% | $70,476-26.8% | $158,966-67.6% |
| Participation rate | 15.0% | 77.7%-62.7pp | 75.1%-60.1pp | 82.0%-67.0pp |
| Annual return | 15.65% | 208.59%-192.9pp | 109.12%-93.5pp | 302.95%-287.3pp |
| Employer contribution / active EE | $639 | $3,219-80.1% | $2,738-76.7% | $4,762-86.6% |
| Participant deferral / active EE | $1,014 | $4,556-77.7% | $3,710-72.7% | $5,983-83.0% |
| Admin fee / account holder | $25 | $6,197-99.6% | $3,847-99.4% | $11,250-99.8% |