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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 | $45,908 | $100,895-54.5% | $90,430-49.2% | $158,950-71.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 23.55% | 1725.54%-1702.0pp | 1293.73%-1270.2pp | 302.91%-279.4pp |
| Employer contribution / active EE | $1,150 | $3,689-68.8% | $3,262-64.7% | $4,762-75.9% |
| Participant deferral / active EE | $1,150 | $4,347-73.5% | $3,963-71.0% | $5,983-80.8% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |