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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 | $22,334 | $57,305-61.0% | $86,640-74.2% | $75,173-70.3% |
| Participation rate | 17.1% | 63.2%-46.1pp | 71.7%-54.6pp | 67.2%-50.1pp |
| Annual return | 18.76% | 2674.24%-2655.5pp | 592.52%-573.8pp | 160.72%-142.0pp |
| Employer contribution / active EE | $342 | $2,316-85.2% | $3,024-88.7% | $2,671-87.2% |
| Participant deferral / active EE | $1,040 | $3,320-68.7% | $4,438-76.6% | $4,126-74.8% |
| Admin fee / account holder | $119 | $4,116-97.1% | $5,616-97.9% | $5,651-97.9% |