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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 | $7,972 | $81,749-90.2% | $58,544-86.4% | $139,456-94.3% |
| Participation rate | 20.0% | 61.3%-41.3pp | 50.9%-30.9pp | 80.3%-60.3pp |
| Annual return | 21.71% | 7425.45%-7403.7pp | 4249.56%-4227.9pp | 373.45%-351.7pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,000 | $2,555-60.9% | $1,923-48.0% | $6,711-85.1% |
| Admin fee / account holder | $46 | $3,272-98.6% | $2,520-98.2% | $11,407-99.6% |