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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 | $15,954 | $100,004-84.0% | $81,438-80.4% | $145,959-89.1% |
| Participation rate | 5.6% | 74.2%-68.6pp | 69.5%-64.0pp | 80.3%-74.7pp |
| Annual return | 7.62% | 34.34%-26.7pp | 24.74%-17.1pp | 561.95%-554.3pp |
| Employer contribution / active EE | $0 | $2,970-100.0% | $2,460-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $4,603-100.0% | $3,883-100.0% | $6,689-100.0% |
| Admin fee / account holder | $143 | $8,202-98.3% | $5,764-97.5% | $13,398-98.9% |