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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 | $43,024 | $112,112-61.6% | $95,956-55.2% | $158,950-72.9% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 15.66% | 171.15%-155.5pp | 91.63%-76.0pp | 302.91%-287.3pp |
| Employer contribution / active EE | $1,190 | $3,199-62.8% | $2,541-53.2% | $4,762-75.0% |
| Participant deferral / active EE | $2,378 | $4,784-50.3% | $4,167-42.9% | $5,983-60.2% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,797-100.0% | $11,248-100.0% |