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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 | $15,289 | $72,071-78.8% | $68,368-77.6% | $137,256-88.9% |
| Participation rate | 65.2% | 76.2%-11.0pp | 73.8%-8.5pp | 80.0%-14.7pp |
| Annual return | 26.64% | 353.14%-326.5pp | 292.57%-265.9pp | 220.34%-193.7pp |
| Employer contribution / active EE | $810 | $2,788-70.9% | $2,649-69.4% | $4,156-80.5% |
| Participant deferral / active EE | $2,675 | $4,410-39.3% | $4,123-35.1% | $6,407-58.2% |
| Admin fee / account holder | $102 | $5,336-98.1% | $5,150-98.0% | $12,270-99.2% |