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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 | $19,811 | $72,071-72.5% | $68,368-71.0% | $137,256-85.6% |
| Participation rate | 35.3% | 76.2%-40.9pp | 73.8%-38.5pp | 80.0%-44.7pp |
| Annual return | 18.56% | 353.14%-334.6pp | 292.57%-274.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $977 | $2,788-64.9% | $2,649-63.1% | $4,156-76.5% |
| Participant deferral / active EE | $977 | $4,410-77.8% | $4,123-76.3% | $6,407-84.7% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |