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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 | $24,958 | $100,895-75.3% | $90,430-72.4% | $158,950-84.3% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.4pp | 82.0%-48.6pp |
| Annual return | 13.28% | 1725.54%-1712.3pp | 1293.73%-1280.5pp | 302.91%-289.6pp |
| Employer contribution / active EE | $996 | $3,689-73.0% | $3,262-69.5% | $4,762-79.1% |
| Participant deferral / active EE | $1,152 | $4,347-73.5% | $3,963-70.9% | $5,983-80.7% |
| Admin fee / account holder | $171 | $6,505-97.4% | $5,613-96.9% | $11,248-98.5% |