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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 | $102,595-85.1% | $94,057-83.7% | $154,746-90.1% |
| Participation rate | 65.2% | 76.0%-10.8pp | 73.3%-8.1pp | 80.7%-15.5pp |
| Annual return | 26.64% | 583.42%-556.8pp | 480.62%-454.0pp | 172.34%-145.7pp |
| Employer contribution / active EE | $810 | $3,147-74.3% | $2,933-72.4% | $4,379-81.5% |
| Participant deferral / active EE | $2,675 | $5,118-47.7% | $4,709-43.2% | $6,730-60.3% |
| Admin fee / account holder | $102 | $7,736-98.7% | $7,244-98.6% | $14,365-99.3% |