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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 | $33,111 | $76,608-56.8% | $56,077-41.0% | $145,877-77.3% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 9.92% | 3009.59%-2999.7pp | 1709.28%-1699.4pp | 551.28%-541.4pp |
| Employer contribution / active EE | $1,226 | $1,382-11.2% | $1,040+17.9% | $4,663-73.7% |
| Participant deferral / active EE | $1,609 | $2,624-38.7% | $1,954-17.7% | $6,691-76.0% |
| Admin fee / account holder | $139 | $3,325-95.8% | $2,825-95.1% | $13,402-99.0% |