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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 | $17,640 | $81,749-78.4% | $58,544-69.9% | $139,456-87.4% |
| Participation rate | 26.1% | 61.3%-35.2pp | 50.9%-24.8pp | 80.3%-54.2pp |
| Annual return | 32.80% | 7425.45%-7392.6pp | 4249.56%-4216.8pp | 373.45%-340.6pp |
| Employer contribution / active EE | $603 | $1,398-56.9% | $1,053-42.8% | $4,753-87.3% |
| Participant deferral / active EE | $1,935 | $2,555-24.3% | $1,923+0.6% | $6,711-71.2% |
| Admin fee / account holder | $1 | $3,272-100.0% | $2,520-100.0% | $11,407-100.0% |