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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 | $75,000 | $76,519-2.0% | $56,025+33.9% | $145,897-48.6% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 25.00% | 3017.03%-2992.0pp | 1712.69%-1687.7pp | 552.29%-527.3pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,955-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |