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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 | $12,520 | $81,668-84.7% | $58,507-78.6% | $139,487-91.0% |
| Participation rate | 30.4% | 61.3%-30.9pp | 50.9%-20.4pp | 80.3%-49.9pp |
| Annual return | 42.61% | 7430.07%-7387.5pp | 4252.32%-4209.7pp | 373.84%-331.2pp |
| Employer contribution / active EE | $425 | $1,398-69.6% | $1,053-59.7% | $4,755-91.1% |
| Participant deferral / active EE | $1,298 | $2,554-49.2% | $1,922-32.5% | $6,713-80.7% |
| Admin fee / account holder | $0 | $3,212-100.0% | $2,486-100.0% | $11,407-100.0% |