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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 | $59,828 | $34,316+74.3% | $74,719-19.9% | $72,983-18.0% |
| Participation rate | 6.6% | 42.4%-35.9pp | 54.5%-47.9pp | 69.5%-62.9pp |
| Annual return | 22.73% | 26.58%-3.9pp | 753.05%-730.3pp | 81.01%-58.3pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $376 | $1,272-70.4% | $1,963-80.9% | $3,608-89.6% |
| Admin fee / account holder | $132 | $2,125-93.8% | $3,334-96.1% | $5,124-97.4% |