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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 | $1,779 | $76,522-97.7% | $56,033-96.8% | $145,884-98.8% |
| Participation rate | 68.2% | 63.2%+5.0pp | 52.5%+15.7pp | 80.3%-12.1pp |
| Annual return | 19.68% | 3014.28%-2994.6pp | 1711.38%-1691.7pp | 551.85%-532.2pp |
| Employer contribution / active EE | $394 | $1,382-71.5% | $1,041-62.1% | $4,662-91.5% |
| Participant deferral / active EE | $549 | $2,624-79.1% | $1,954-71.9% | $6,690-91.8% |
| Admin fee / account holder | $251 | $3,328-92.4% | $2,827-91.1% | $13,392-98.1% |