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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 | $26,072 | $100,911-74.2% | $90,440-71.2% | $158,966-83.6% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 29.68% | 1726.62%-1696.9pp | 1294.38%-1264.7pp | 302.95%-273.3pp |
| Employer contribution / active EE | $636 | $3,690-82.8% | $3,263-80.5% | $4,762-86.7% |
| Participant deferral / active EE | $2,997 | $4,348-31.1% | $3,964-24.4% | $5,983-49.9% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |