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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 | $41,964 | $65,555-36.0% | $86,216-51.3% | $75,173-44.2% |
| Participation rate | 22.9% | 60.5%-37.6pp | 69.0%-46.0pp | 67.2%-44.3pp |
| Annual return | 16.48% | 46.07%-29.6pp | 1169.42%-1152.9pp | 160.72%-144.2pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,675 | $3,023-44.6% | $3,986-58.0% | $4,126-59.4% |
| Admin fee / account holder | $113 | $5,469-97.9% | $6,853-98.4% | $5,651-98.0% |