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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 | $10,425 | $27,936-62.7% | $58,561-82.2% | $75,173-86.1% |
| Participation rate | 23.3% | 38.8%-15.5pp | 50.9%-27.5pp | 67.2%-43.9pp |
| Annual return | 31.20% | 44.21%-13.0pp | 4251.33%-4220.1pp | 160.72%-129.5pp |
| Employer contribution / active EE | $473 | $670-29.3% | $1,053-55.1% | $2,671-82.3% |
| Participant deferral / active EE | $1,223 | $1,202+1.8% | $1,923-36.4% | $4,126-70.4% |
| Admin fee / account holder | $187 | $1,727-89.2% | $2,520-92.6% | $5,651-96.7% |