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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 | $76,447 | $85,766-10.9% | $136,298-43.9% | $70,126+9.0% |
| Participation rate | 50.7% | 74.2%-23.5pp | 81.9%-31.3pp | 69.5%-18.9pp |
| Annual return | 17.46% | 31.46%-14.0pp | 5156.27%-5138.8pp | 73.15%-55.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,382 | $5,051-52.8% | $6,247-61.9% | $3,332-28.5% |
| Admin fee / account holder | $106 | $5,421-98.0% | $9,244-98.8% | $4,645-97.7% |