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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 | $2,081 | $81,763-97.5% | $58,561-96.4% | $139,466-98.5% |
| Participation rate | 30.8% | 61.3%-30.6pp | 50.9%-20.1pp | 80.3%-49.6pp |
| Annual return | 19.49% | 7427.77%-7408.3pp | 4251.33%-4231.8pp | 373.66%-354.2pp |
| Employer contribution / active EE | $169 | $1,398-87.9% | $1,053-83.9% | $4,754-96.4% |
| Participant deferral / active EE | $224 | $2,555-91.2% | $1,923-88.4% | $6,712-96.7% |
| Admin fee / account holder | $7 | $3,273-99.8% | $2,520-99.7% | $11,409-99.9% |