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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 | $68,850 | $110,093-37.5% | $97,295-29.2% | $145,897-52.8% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.3pp | 80.3%-47.0pp |
| Annual return | 13.09% | 244.76%-231.7pp | 75.62%-62.5pp | 552.29%-539.2pp |
| Employer contribution / active EE | $772 | $3,077-74.9% | $2,723-71.6% | $4,663-83.4% |
| Participant deferral / active EE | $800 | $4,678-82.9% | $4,264-81.2% | $6,689-88.0% |
| Admin fee / account holder | $0 | $6,212-100.0% | $5,646-100.0% | $13,390-100.0% |