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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 | $22,938 | $89,259-74.3% | $107,187-78.6% | $82,637-72.2% |
| Participation rate | 40.8% | 67.9%-27.1pp | 75.0%-34.2pp | 68.1%-27.2pp |
| Annual return | 118.26% | 21.02%+97.2pp | 204.55%-86.3pp | 53.51%+64.8pp |
| Employer contribution / active EE | $1,328 | $3,080-56.9% | $3,782-64.9% | $2,552-48.0% |
| Participant deferral / active EE | $2,008 | $4,037-50.3% | $5,096-60.6% | $4,126-51.3% |
| Admin fee / account holder | $252 | $7,381-96.6% | $9,162-97.3% | $7,339-96.6% |