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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 | $41,933 | $67,823-38.2% | $52,425-20.0% | $137,256-69.4% |
| Participation rate | 13.0% | 63.9%-50.9pp | 55.6%-42.6pp | 80.0%-66.9pp |
| Annual return | 28.29% | 219.11%-190.8pp | 302.12%-273.8pp | 220.34%-192.0pp |
| Employer contribution / active EE | $528 | $1,163-54.6% | $914-42.2% | $4,156-87.3% |
| Participant deferral / active EE | $1,171 | $2,288-48.8% | $1,790-34.6% | $6,407-81.7% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |