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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 | $60,199 | $73,421-18.0% | $66,439-9.4% | $155,188-61.2% |
| Participation rate | 30.8% | 79.7%-48.9pp | 74.5%-43.7pp | 80.8%-50.0pp |
| Annual return | 16.57% | 1382.37%-1365.8pp | 757.66%-741.1pp | 148.84%-132.3pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,913 | $4,680-16.4% | $3,876+1.0% | $6,531-40.1% |
| Admin fee / account holder | $23 | $8,856-99.7% | $6,173-99.6% | $14,480-99.8% |