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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 | $34,690 | $72,071-51.9% | $68,368-49.3% | $137,256-74.7% |
| Participation rate | 31.3% | 76.2%-45.0pp | 73.8%-42.5pp | 80.0%-48.7pp |
| Annual return | 18.80% | 353.14%-334.3pp | 292.57%-273.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,108 | $4,410-6.8% | $4,123-0.3% | $6,407-35.9% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |