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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 | $23,813 | $30,421-21.7% | $56,077-57.5% | $74,429-68.0% |
| Participation rate | 23.6% | 32.9%-9.3pp | 52.5%-28.9pp | 67.2%-43.6pp |
| Annual return | 16.15% | 24.94%-8.8pp | 1709.28%-1693.1pp | 1368.38%-1352.2pp |
| Employer contribution / active EE | $648 | $610+6.3% | $1,040-37.7% | $2,625-75.3% |
| Participant deferral / active EE | $1,668 | $1,175+41.9% | $1,954-14.7% | $4,348-61.6% |
| Admin fee / account holder | $265 | $2,363-88.8% | $2,825-90.6% | $1,944-86.4% |