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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 | $25,142 | $29,319-14.2% | $52,425-52.0% | $82,448-69.5% |
| Participation rate | 16.7% | 46.9%-30.2pp | 55.6%-39.0pp | 68.1%-51.4pp |
| Annual return | 19.66% | 535.20%-515.5pp | 302.12%-282.5pp | 41.64%-22.0pp |
| Employer contribution / active EE | $281 | $586-52.1% | $914-69.3% | $2,551-89.0% |
| Participant deferral / active EE | $374 | $1,171-68.1% | $1,790-79.1% | $4,139-91.0% |
| Admin fee / account holder | $295 | $1,962-85.0% | $2,495-88.2% | $7,234-95.9% |