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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 | $37,045 | $96,691-61.7% | $86,656-57.2% | $139,487-73.4% |
| Participation rate | 53.8% | 74.4%-20.6pp | 71.7%-17.9pp | 80.3%-26.5pp |
| Annual return | 19.39% | 106.87%-87.5pp | 593.09%-573.7pp | 373.84%-354.4pp |
| Employer contribution / active EE | $1,425 | $3,267-56.4% | $3,025-52.9% | $4,755-70.0% |
| Participant deferral / active EE | $1,777 | $4,838-63.3% | $4,439-60.0% | $6,713-73.5% |
| Admin fee / account holder | $53 | $6,414-99.2% | $5,619-99.1% | $11,407-99.5% |