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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 | $19,779 | $81,749-75.8% | $58,544-66.2% | $139,456-85.8% |
| Participation rate | 20.0% | 61.3%-41.3pp | 50.9%-30.9pp | 80.3%-60.3pp |
| Annual return | 40.45% | 7425.45%-7385.0pp | 4249.56%-4209.1pp | 373.45%-333.0pp |
| Employer contribution / active EE | $457 | $1,398-67.3% | $1,053-56.6% | $4,753-90.4% |
| Participant deferral / active EE | $1,765 | $2,555-30.9% | $1,923-8.2% | $6,711-73.7% |
| Admin fee / account holder | $0 | $3,272-100.0% | $2,520-100.0% | $11,407-100.0% |