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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 | $44,675 | $99,031-54.9% | $86,597-48.4% | $147,585-69.7% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 13.06% | 1312.56%-1299.5pp | 964.96%-951.9pp | 578.57%-565.5pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,655 | $3,972-33.2% | $3,609-26.4% | $5,439-51.2% |
| Admin fee / account holder | $278 | $5,711-95.1% | $4,906-94.3% | $10,885-97.4% |