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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 | $24,989 | $96,123-74.0% | $77,361-67.7% | $198,609-87.4% |
| Participation rate | 16.7% | 81.1%-64.5pp | 75.0%-58.3pp | 82.4%-65.7pp |
| Annual return | 12.54% | 2054.81%-2042.3pp | 1011.54%-999.0pp | 202.70%-190.2pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,832 | $4,975-63.2% | $3,911-53.2% | $6,977-73.7% |
| Admin fee / account holder | $25 | $9,471-99.7% | $5,894-99.6% | $19,030-99.9% |