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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 | $31,265 | $48,570-35.6% | $130,660-76.1% | $72,976-57.2% |
| Participation rate | 23.7% | 58.6%-34.9pp | 71.7%-48.1pp | 69.5%-45.8pp |
| Annual return | 25.93% | 38.63%-12.7pp | 1709.29%-1683.4pp | 81.02%-55.1pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,781 | $2,384-25.3% | $3,603-50.6% | $3,608-50.6% |
| Admin fee / account holder | $1 | $3,549-100.0% | $5,463-100.0% | $5,124-100.0% |