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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 | $17,768 | $27,924-36.4% | $58,544-69.7% | $75,181-76.4% |
| Participation rate | 9.7% | 38.8%-29.2pp | 50.9%-41.2pp | 67.2%-57.5pp |
| Annual return | 49.92% | 44.20%+5.7pp | 4249.56%-4199.6pp | 160.69%-110.8pp |
| Employer contribution / active EE | $298 | $669-55.5% | $1,053-71.7% | $2,671-88.8% |
| Participant deferral / active EE | $749 | $1,202-37.6% | $1,923-61.0% | $4,126-81.8% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,520-100.0% | $5,650-100.0% |