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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 | $33,214 | $73,421-54.8% | $66,439-50.0% | $155,188-78.6% |
| Participation rate | 50.0% | 79.7%-29.7pp | 74.5%-24.5pp | 80.8%-30.8pp |
| Annual return | 15.23% | 1382.37%-1367.1pp | 757.66%-742.4pp | 148.84%-133.6pp |
| Employer contribution / active EE | $1,372 | $3,039-54.8% | $2,637-48.0% | $4,248-67.7% |
| Participant deferral / active EE | $2,863 | $4,680-38.8% | $3,876-26.1% | $6,531-56.2% |
| Admin fee / account holder | $0 | $8,856-100.0% | $6,173-100.0% | $14,480-100.0% |