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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 | $20,427 | $84,713-75.9% | $75,717-73.0% | $167,518-87.8% |
| Participation rate | 37.5% | 77.8%-40.3pp | 74.8%-37.3pp | 82.1%-44.6pp |
| Annual return | 36.63% | 199.49%-162.9pp | 104.58%-68.0pp | 478.71%-442.1pp |
| Employer contribution / active EE | $0 | $3,229-100.0% | $2,743-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $4,578-100.0% | $3,821-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $5,357-100.0% | $3,619-100.0% | $12,312-100.0% |