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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 | $37,168 | $76,519-51.4% | $56,025-33.7% | $145,897-74.5% |
| Participation rate | 23.5% | 63.2%-39.7pp | 52.5%-29.0pp | 80.3%-56.8pp |
| Annual return | 17.41% | 3017.03%-2999.6pp | 1712.69%-1695.3pp | 552.29%-534.9pp |
| Employer contribution / active EE | $975 | $1,383-29.5% | $1,042-6.4% | $4,663-79.1% |
| Participant deferral / active EE | $1,717 | $2,624-34.6% | $1,955-12.1% | $6,689-74.3% |
| Admin fee / account holder | $285 | $3,331-91.5% | $2,828-89.9% | $13,390-97.9% |