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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 | $13,775 | $76,519-82.0% | $56,025-75.4% | $145,897-90.6% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 12.64% | 3017.03%-3004.4pp | 1712.69%-1700.1pp | 552.29%-539.7pp |
| Employer contribution / active EE | $447 | $1,383-67.7% | $1,042-57.1% | $4,663-90.4% |
| Participant deferral / active EE | $1,528 | $2,624-41.8% | $1,955-21.8% | $6,689-77.2% |
| Admin fee / account holder | $150 | $3,331-95.5% | $2,828-94.7% | $13,390-98.9% |