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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 | $20,370 | $73,518-72.3% | $63,003-67.7% | $147,585-86.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.8%-24.8pp | 82.8%-32.8pp |
| Annual return | 20.18% | 175.46%-155.3pp | 87.59%-67.4pp | 578.57%-558.4pp |
| Employer contribution / active EE | $909 | $3,322-72.6% | $2,760-67.1% | $4,876-81.4% |
| Participant deferral / active EE | $975 | $4,183-76.7% | $3,329-70.7% | $5,439-82.1% |
| Admin fee / account holder | $85 | $5,952-98.6% | $3,600-97.6% | $10,885-99.2% |