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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 | $41,361 | $72,446-42.9% | $67,561-38.8% | $145,877-71.6% |
| Participation rate | 62.5% | 76.9%-14.4pp | 72.9%-10.4pp | 80.3%-17.8pp |
| Annual return | 13.58% | 7211.98%-7198.4pp | 3525.44%-3511.9pp | 551.28%-537.7pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,919 | $4,785-18.1% | $4,003-2.1% | $6,691-41.4% |
| Admin fee / account holder | $83 | $5,541-98.5% | $4,006-97.9% | $13,402-99.4% |