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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 | $30,815 | $99,079-68.9% | $78,002-60.5% | $273,972-88.8% |
| Participation rate | 69.2% | 78.6%-9.3pp | 75.5%-6.3pp | 83.0%-13.8pp |
| Annual return | 5.85% | 217.93%-212.1pp | 425.99%-420.1pp | 41.46%-35.6pp |
| Employer contribution / active EE | $1,371 | $3,308-58.5% | $2,470-44.5% | $4,869-71.8% |
| Participant deferral / active EE | $1,796 | $4,306-58.3% | $3,497-48.6% | $5,287-66.0% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |