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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 | $7,722 | $81,763-90.6% | $58,561-86.8% | $139,466-94.5% |
| Participation rate | 42.1% | 61.3%-19.2pp | 50.9%-8.8pp | 80.3%-38.2pp |
| Annual return | 40.07% | 7427.77%-7387.7pp | 4251.33%-4211.3pp | 373.66%-333.6pp |
| Employer contribution / active EE | $784 | $1,398-43.9% | $1,053-25.6% | $4,754-83.5% |
| Participant deferral / active EE | $1,430 | $2,555-44.0% | $1,923-25.6% | $6,712-78.7% |
| Admin fee / account holder | $0 | $3,273-100.0% | $2,520-100.0% | $11,409-100.0% |