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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 | $44,709 | $88,754-49.6% | $81,820-45.4% | $145,877-69.4% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 18.68% | 1031.77%-1013.1pp | 777.93%-759.3pp | 551.28%-532.6pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,813 | $4,648+111.1% | $4,323+127.0% | $6,691+46.7% |
| Admin fee / account holder | $226 | $8,424-97.3% | $7,391-96.9% | $13,402-98.3% |