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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 | $18,407 | $27,936-34.1% | $58,561-68.6% | $75,173-75.5% |
| Participation rate | 21.4% | 38.8%-17.4pp | 50.9%-29.4pp | 67.2%-45.8pp |
| Annual return | 26.40% | 44.21%-17.8pp | 4251.33%-4224.9pp | 160.72%-134.3pp |
| Employer contribution / active EE | $445 | $670-33.6% | $1,053-57.8% | $2,671-83.3% |
| Participant deferral / active EE | $744 | $1,202-38.1% | $1,923-61.3% | $4,126-82.0% |
| Admin fee / account holder | $2 | $1,727-99.9% | $2,520-99.9% | $5,651-100.0% |