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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 | $38,104 | $65,367-41.7% | $92,915-59.0% | $72,976-47.8% |
| Participation rate | 28.6% | 68.3%-39.7pp | 76.0%-47.4pp | 69.5%-40.9pp |
| Annual return | 1386.55% | 42.11%+1344.4pp | 109.45%+1277.1pp | 81.02%+1305.5pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,392 | $3,128-55.5% | $4,238-67.2% | $3,608-61.4% |
| Admin fee / account holder | $89 | $4,251-97.9% | $5,796-98.5% | $5,124-98.3% |