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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 | $14,260 | $27,943-49.0% | $58,507-75.6% | $75,177-81.0% |
| Participation rate | 17.9% | 38.8%-20.9pp | 50.9%-32.9pp | 67.2%-49.3pp |
| Annual return | 21.87% | 44.22%-22.3pp | 4252.32%-4230.4pp | 160.75%-138.9pp |
| Employer contribution / active EE | $307 | $670-54.2% | $1,053-70.9% | $2,671-88.5% |
| Participant deferral / active EE | $384 | $1,202-68.1% | $1,922-80.0% | $4,126-90.7% |
| Admin fee / account holder | $6 | $1,727-99.7% | $2,486-99.8% | $5,651-99.9% |