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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 | $45,619 | $88,710-48.6% | $81,783-44.2% | $145,959-68.7% |
| Participation rate | 29.2% | 75.0%-45.9pp | 72.4%-43.2pp | 80.3%-51.1pp |
| Annual return | 13.33% | 1027.26%-1013.9pp | 775.05%-761.7pp | 561.95%-548.6pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,094 | $4,645-76.5% | $4,320-74.7% | $6,689-83.6% |
| Admin fee / account holder | $29 | $8,407-99.7% | $7,380-99.6% | $13,398-99.8% |