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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 | $30,655 | $72,071-57.5% | $68,368-55.2% | $137,256-77.7% |
| Participation rate | 64.3% | 76.2%-12.0pp | 73.8%-9.5pp | 80.0%-15.7pp |
| Annual return | 22.68% | 353.14%-330.5pp | 292.57%-269.9pp | 220.34%-197.7pp |
| Employer contribution / active EE | $1,537 | $2,788-44.9% | $2,649-42.0% | $4,156-63.0% |
| Participant deferral / active EE | $3,803 | $4,410-13.8% | $4,123-7.8% | $6,407-40.6% |
| Admin fee / account holder | $115 | $5,336-97.8% | $5,150-97.8% | $12,270-99.1% |