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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 | $5,544 | $27,936-80.2% | $58,561-90.5% | $75,173-92.6% |
| Participation rate | 26.9% | 38.8%-11.9pp | 50.9%-23.9pp | 67.2%-40.3pp |
| Annual return | 32.17% | 44.21%-12.0pp | 4251.33%-4219.2pp | 160.72%-128.6pp |
| Employer contribution / active EE | $374 | $670-44.2% | $1,053-64.5% | $2,671-86.0% |
| Participant deferral / active EE | $463 | $1,202-61.5% | $1,923-75.9% | $4,126-88.8% |
| Admin fee / account holder | $6 | $1,727-99.7% | $2,520-99.8% | $5,651-99.9% |