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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 | $13,075 | $88,702-85.3% | $81,780-84.0% | $145,978-91.0% |
| Participation rate | 27.3% | 75.0%-47.8pp | 72.4%-45.1pp | 80.3%-53.0pp |
| Annual return | 13.18% | 1029.12%-1015.9pp | 776.27%-763.1pp | 550.52%-537.3pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,126 | $4,645-75.8% | $4,321-73.9% | $6,690-83.2% |
| Admin fee / account holder | $122 | $8,414-98.6% | $7,384-98.4% | $13,400-99.1% |