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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 | $28,473 | $88,754-67.9% | $81,820-65.2% | $145,877-80.5% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 18.38% | 1031.77%-1013.4pp | 777.93%-759.6pp | 551.28%-532.9pp |
| Employer contribution / active EE | $2,424 | $3,085-21.4% | $2,915-16.8% | $4,663-48.0% |
| Participant deferral / active EE | $2,688 | $4,648-42.2% | $4,323-37.8% | $6,691-59.8% |
| Admin fee / account holder | $8 | $8,424-99.9% | $7,391-99.9% | $13,402-99.9% |