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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 | $27,307 | $108,685-74.9% | $74,719-63.5% | $152,885-82.1% |
| Participation rate | 52.9% | 65.3%-12.4pp | 54.5%-1.5pp | 82.5%-29.5pp |
| Annual return | 21.41% | 114.09%-92.7pp | 753.05%-731.6pp | 345.39%-324.0pp |
| Employer contribution / active EE | $529 | $1,504-64.9% | $1,084-51.2% | $4,763-88.9% |
| Participant deferral / active EE | $713 | $2,712-73.7% | $1,963-63.7% | $5,851-87.8% |
| Admin fee / account holder | $0 | $4,905-100.0% | $3,334-100.0% | $11,598-100.0% |