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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 | $88,702-49.6% | $81,780-45.3% | $145,978-69.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 18.68% | 1029.12%-1010.4pp | 776.27%-757.6pp | 550.52%-531.8pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,813 | $4,645+111.3% | $4,321+127.1% | $6,690+46.7% |
| Admin fee / account holder | $226 | $8,414-97.3% | $7,384-96.9% | $13,400-98.3% |