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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 | $15,285 | $125,778-87.8% | $114,563-86.7% | $154,746-90.1% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.9%-22.9pp | 80.7%-30.7pp |
| Annual return | 38.47% | 295.14%-256.7pp | 241.09%-202.6pp | 172.34%-133.9pp |
| Employer contribution / active EE | $707 | $2,806-74.8% | $2,592-72.7% | $4,379-83.9% |
| Participant deferral / active EE | $2,245 | $4,445-49.5% | $4,142-45.8% | $6,730-66.6% |
| Admin fee / account holder | $202 | $8,190-97.5% | $7,623-97.4% | $14,365-98.6% |