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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 | $8,136 | $81,763-90.0% | $58,561-86.1% | $139,466-94.2% |
| Participation rate | 12.5% | 61.3%-48.8pp | 50.9%-38.4pp | 80.3%-67.8pp |
| Annual return | 78.46% | 7427.77%-7349.3pp | 4251.33%-4172.9pp | 373.66%-295.2pp |
| Employer contribution / active EE | $381 | $1,398-72.8% | $1,053-63.9% | $4,754-92.0% |
| Participant deferral / active EE | $413 | $2,555-83.9% | $1,923-78.6% | $6,712-93.9% |
| Admin fee / account holder | $0 | $3,273-100.0% | $2,520-100.0% | $11,409-100.0% |