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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 | $76,519-56.7% | $56,025-40.9% | $145,897-77.3% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 9.92% | 3017.03%-3007.1pp | 1712.69%-1702.8pp | 552.29%-542.4pp |
| Employer contribution / active EE | $1,226 | $1,383-11.4% | $1,042+17.7% | $4,663-73.7% |
| Participant deferral / active EE | $1,609 | $2,624-38.7% | $1,955-17.7% | $6,689-75.9% |
| Admin fee / account holder | $139 | $3,331-95.8% | $2,828-95.1% | $13,390-99.0% |