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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 | $22,730 | $108,701-79.1% | $74,723-69.6% | $152,909-85.1% |
| Participation rate | 46.2% | 65.4%-19.2pp | 54.5%-8.3pp | 82.5%-36.3pp |
| Annual return | 27.36% | 114.12%-86.8pp | 753.18%-725.8pp | 345.46%-318.1pp |
| Employer contribution / active EE | $577 | $1,504-61.6% | $1,084-46.8% | $4,764-87.9% |
| Participant deferral / active EE | $2,492 | $2,709-8.0% | $1,962+27.1% | $5,851-57.4% |
| Admin fee / account holder | $15 | $4,906-99.7% | $3,335-99.6% | $11,601-99.9% |