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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 | $9,744 | $76,522-87.3% | $56,033-82.6% | $145,884-93.3% |
| Participation rate | 21.7% | 63.2%-41.5pp | 52.5%-30.8pp | 80.3%-58.6pp |
| Annual return | 13.08% | 3014.28%-3001.2pp | 1711.38%-1698.3pp | 551.85%-538.8pp |
| Employer contribution / active EE | $332 | $1,382-76.0% | $1,041-68.1% | $4,662-92.9% |
| Participant deferral / active EE | $755 | $2,624-71.2% | $1,954-61.4% | $6,690-88.7% |
| Admin fee / account holder | $0 | $3,328-100.0% | $2,827-100.0% | $13,392-100.0% |