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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 | $15,478 | $156,927-90.1% | $121,169-87.2% | $139,456-88.9% |
| Participation rate | 43.8% | 76.4%-32.7pp | 69.5%-25.8pp | 80.3%-36.6pp |
| Annual return | 43.35% | 1475.85%-1432.5pp | 986.71%-943.4pp | 373.45%-330.1pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,754 | $4,848-1.9% | $4,083+16.5% | $6,711-29.2% |
| Admin fee / account holder | $47 | $6,946-99.3% | $5,645-99.2% | $11,407-99.6% |