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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 | $9,193 | $67,823-86.4% | $52,425-82.5% | $137,256-93.3% |
| Participation rate | 25.0% | 63.9%-38.9pp | 55.6%-30.6pp | 80.0%-55.0pp |
| Annual return | 23.97% | 219.11%-195.1pp | 302.12%-278.2pp | 220.34%-196.4pp |
| Employer contribution / active EE | $256 | $1,163-78.0% | $914-72.0% | $4,156-93.8% |
| Participant deferral / active EE | $479 | $2,288-79.1% | $1,790-73.2% | $6,407-92.5% |
| Admin fee / account holder | $215 | $2,844-92.4% | $2,495-91.4% | $12,270-98.2% |