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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 | $21,590 | $104,106-79.3% | $71,086-69.6% | $135,379-84.1% |
| Participation rate | 19.0% | 65.7%-46.6pp | 54.7%-35.6pp | 82.6%-63.6pp |
| Annual return | 6.55% | 1256.30%-1249.7pp | 650.59%-644.0pp | 519.79%-513.2pp |
| Employer contribution / active EE | $488 | $1,485-67.1% | $1,088-55.2% | $4,779-89.8% |
| Participant deferral / active EE | $608 | $2,527-76.0% | $1,874-67.6% | $5,609-89.2% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |