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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 | $18,206 | $70,121-74.0% | $63,803-71.5% | $138,895-86.9% |
| Participation rate | 45.8% | 77.2%-31.4pp | 72.7%-26.9pp | 79.9%-34.1pp |
| Annual return | 16.02% | 946.48%-930.5pp | 543.72%-527.7pp | 145.39%-129.4pp |
| Employer contribution / active EE | $992 | $2,882-65.6% | $2,532-60.8% | $4,194-76.3% |
| Participant deferral / active EE | $1,436 | $4,535-68.3% | $3,843-62.6% | $6,396-77.6% |
| Admin fee / account holder | $42 | $6,738-99.4% | $5,196-99.2% | $12,562-99.7% |