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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 | $15,027 | $76,634-80.4% | $56,054-73.2% | $145,978-89.7% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.1pp | 80.3%-47.0pp |
| Annual return | 16.23% | 3004.33%-2988.1pp | 1705.95%-1689.7pp | 550.52%-534.3pp |
| Employer contribution / active EE | $436 | $1,380-68.4% | $1,039-58.0% | $4,662-90.6% |
| Participant deferral / active EE | $1,713 | $2,622-34.7% | $1,952-12.3% | $6,690-74.4% |
| Admin fee / account holder | $0 | $3,321-100.0% | $2,822-100.0% | $13,400-100.0% |