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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 | $15,631 | $69,118-77.4% | $53,647-70.9% | $138,895-88.7% |
| Participation rate | 29.4% | 64.0%-34.6pp | 56.3%-26.9pp | 79.9%-50.5pp |
| Annual return | 25.44% | 248.26%-222.8pp | 358.33%-332.9pp | 145.39%-120.0pp |
| Employer contribution / active EE | $434 | $1,189-63.5% | $962-54.9% | $4,194-89.6% |
| Participant deferral / active EE | $655 | $2,274-71.2% | $1,813-63.9% | $6,396-89.8% |
| Admin fee / account holder | $0 | $2,724-100.0% | $2,460-100.0% | $12,562-100.0% |