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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 | $10,900 | $70,366-84.5% | $66,674-83.7% | $138,895-92.2% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.7%-11.2pp | 79.9%-17.4pp |
| Annual return | 22.11% | 386.41%-364.3pp | 321.24%-299.1pp | 145.39%-123.3pp |
| Employer contribution / active EE | $1,199 | $2,765-56.6% | $2,620-54.2% | $4,194-71.4% |
| Participant deferral / active EE | $1,736 | $4,374-60.3% | $4,084-57.5% | $6,396-72.9% |
| Admin fee / account holder | $222 | $5,262-95.8% | $5,098-95.6% | $12,562-98.2% |