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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 | $21,557 | $124,175-82.6% | $108,405-80.1% | $167,536-87.1% |
| Participation rate | 66.7% | 82.3%-15.6pp | 80.1%-13.5pp | 82.1%-15.4pp |
| Annual return | 36.74% | 1380.13%-1343.4pp | 905.55%-868.8pp | 478.82%-442.1pp |
| Employer contribution / active EE | $701 | $4,188-83.3% | $3,559-80.3% | $4,839-85.5% |
| Participant deferral / active EE | $9,543 | $6,908+38.1% | $6,563+45.4% | $6,342+50.5% |
| Admin fee / account holder | $20 | $9,457-99.8% | $7,297-99.7% | $12,315-99.8% |