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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 | $41,712 | $47,479-12.1% | $62,929-33.7% | $82,448-49.4% |
| Participation rate | 6.9% | 66.9%-60.0pp | 73.1%-66.2pp | 68.1%-61.2pp |
| Annual return | 15.53% | 20.34%-4.8pp | 1063.93%-1048.4pp | 41.64%-26.1pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,034 | $2,870-64.0% | $3,888-73.4% | $4,139-75.0% |
| Admin fee / account holder | $0 | $3,804-100.0% | $5,065-100.0% | $7,234-100.0% |