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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 | $52,492 | $108,695-51.7% | $74,722-29.8% | $152,897-65.7% |
| Participation rate | 11.1% | 65.4%-54.2pp | 54.5%-43.4pp | 82.5%-71.3pp |
| Annual return | 6.83% | 114.11%-107.3pp | 753.11%-746.3pp | 345.43%-338.6pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,599-100.0% |