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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 | $15,889 | $27,936-43.1% | $58,561-72.9% | $75,173-78.9% |
| Participation rate | 10.9% | 38.8%-28.0pp | 50.9%-40.0pp | 67.2%-56.3pp |
| Annual return | 32.06% | 44.21%-12.2pp | 4251.33%-4219.3pp | 160.72%-128.7pp |
| Employer contribution / active EE | $211 | $670-68.5% | $1,053-80.0% | $2,671-92.1% |
| Participant deferral / active EE | $724 | $1,202-39.8% | $1,923-62.4% | $4,126-82.5% |
| Admin fee / account holder | $1 | $1,727-100.0% | $2,520-100.0% | $5,651-100.0% |