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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 | $62,407 | $99,017-37.0% | $86,587-27.9% | $147,585-57.7% |
| Participation rate | 40.0% | 76.3%-36.3pp | 73.5%-33.5pp | 82.8%-42.8pp |
| Annual return | 17.15% | 1312.37%-1295.2pp | 964.86%-947.7pp | 578.56%-561.4pp |
| Employer contribution / active EE | $1,992 | $3,132-36.4% | $2,839-29.8% | $4,876-59.1% |
| Participant deferral / active EE | $8,400 | $3,972+111.5% | $3,609+132.8% | $5,439+54.5% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |