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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 | $23,590 | $110,551-78.7% | $80,741-70.8% | $167,518-85.9% |
| Participation rate | 40.0% | 64.0%-24.0pp | 54.2%-14.2pp | 82.1%-42.1pp |
| Annual return | 6.56% | 120.57%-114.0pp | 87.30%-80.7pp | 478.71%-472.1pp |
| Employer contribution / active EE | $959 | $1,543-37.8% | $1,160-17.3% | $4,838-80.2% |
| Participant deferral / active EE | $4,212 | $2,870+46.8% | $2,145+96.3% | $6,342-33.6% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,312-100.0% |