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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 | $52,107 | $76,608-32.0% | $56,077-7.1% | $145,877-64.3% |
| Participation rate | 10.5% | 63.2%-52.7pp | 52.5%-42.0pp | 80.3%-69.8pp |
| Annual return | 14.13% | 3009.59%-2995.5pp | 1709.28%-1695.1pp | 551.28%-537.2pp |
| Employer contribution / active EE | $194 | $1,382-85.9% | $1,040-81.3% | $4,663-95.8% |
| Participant deferral / active EE | $1,536 | $2,624-41.5% | $1,954-21.4% | $6,691-77.0% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |