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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 | $22,567 | $57,305-60.6% | $86,640-74.0% | $75,173-70.0% |
| Participation rate | 10.3% | 63.2%-52.9pp | 71.7%-61.4pp | 67.2%-56.9pp |
| Annual return | 47.78% | 2674.24%-2626.5pp | 592.52%-544.7pp | 160.72%-112.9pp |
| Employer contribution / active EE | $347 | $2,316-85.0% | $3,024-88.5% | $2,671-87.0% |
| Participant deferral / active EE | $1,625 | $3,320-51.1% | $4,438-63.4% | $4,126-60.6% |
| Admin fee / account holder | $160 | $4,116-96.1% | $5,616-97.2% | $5,651-97.2% |