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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 | $4,727 | $101,618-95.3% | $93,063-94.9% | $137,256-96.6% |
| Participation rate | 50.0% | 74.9%-24.9pp | 72.1%-22.1pp | 80.0%-30.0pp |
| Annual return | 23.44% | 223.95%-200.5pp | 34.15%-10.7pp | 220.34%-196.9pp |
| Employer contribution / active EE | $1,001 | $2,707-63.0% | $2,476-59.6% | $4,156-75.9% |
| Participant deferral / active EE | $1,001 | $4,279-76.6% | $3,958-74.7% | $6,407-84.4% |
| Admin fee / account holder | $71 | $6,198-98.8% | $6,033-98.8% | $12,270-99.4% |