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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 | $8,245 | $88,710-90.7% | $81,783-89.9% | $145,959-94.4% |
| Participation rate | 14.3% | 75.0%-60.8pp | 72.4%-58.1pp | 80.3%-66.0pp |
| Annual return | 12.40% | 1027.26%-1014.9pp | 775.05%-762.6pp | 561.95%-549.5pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,419 | $4,645-69.4% | $4,320-67.2% | $6,689-78.8% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |