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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 | $20,805 | $96,691-78.5% | $86,656-76.0% | $139,487-85.1% |
| Participation rate | 25.0% | 74.4%-49.4pp | 71.7%-46.7pp | 80.3%-55.3pp |
| Annual return | 22.49% | 106.87%-84.4pp | 593.09%-570.6pp | 373.84%-351.4pp |
| Employer contribution / active EE | $814 | $3,267-75.1% | $3,025-73.1% | $4,755-82.9% |
| Participant deferral / active EE | $1,372 | $4,838-71.6% | $4,439-69.1% | $6,713-79.6% |
| Admin fee / account holder | $109 | $6,414-98.3% | $5,619-98.1% | $11,407-99.0% |