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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 | $38,301 | $51,736-26.0% | $120,225-68.1% | $67,986-43.7% |
| Participation rate | 12.8% | 46.1%-33.2pp | 69.6%-56.7pp | 57.2%-44.4pp |
| Annual return | 14.99% | 31.98%-17.0pp | 439.23%-424.2pp | 31.67%-16.7pp |
| Employer contribution / active EE | $0 | $1,071-100.0% | $3,475-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $706 | $2,206-68.0% | $3,999-82.3% | $3,358-79.0% |
| Admin fee / account holder | $9 | $4,159-99.8% | $5,696-99.8% | $3,203-99.7% |