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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 | $20,264 | $111,785-81.9% | $93,669-78.4% | $145,877-86.1% |
| Participation rate | 45.5% | 74.2%-28.8pp | 68.7%-23.3pp | 80.3%-34.8pp |
| Annual return | 13.00% | 203.79%-190.8pp | 133.59%-120.6pp | 551.28%-538.3pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,371 | $4,919-72.1% | $4,416-68.9% | $6,691-79.5% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |