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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 | $22,736 | $110,551-79.4% | $80,741-71.8% | $167,536-86.4% |
| Participation rate | 28.6% | 64.0%-35.4pp | 54.2%-25.6pp | 82.1%-53.5pp |
| Annual return | 71.65% | 120.57%-48.9pp | 87.30%-15.7pp | 478.82%-407.2pp |
| Employer contribution / active EE | $767 | $1,543-50.3% | $1,160-33.9% | $4,839-84.2% |
| Participant deferral / active EE | $1,727 | $2,870-39.8% | $2,145-19.5% | $6,342-72.8% |
| Admin fee / account holder | $18 | $4,547-99.6% | $3,380-99.5% | $12,315-99.9% |