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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 | $12,827 | $123,750-89.6% | $69,611-81.6% | $145,877-91.2% |
| Participation rate | 62.5% | 69.2%-6.7pp | 66.4%-3.9pp | 80.3%-17.8pp |
| Annual return | 13.69% | 192.03%-178.3pp | 101.14%-87.5pp | 551.28%-537.6pp |
| Employer contribution / active EE | $1,307 | $2,672-51.1% | $1,709-23.5% | $4,663-72.0% |
| Participant deferral / active EE | $1,779 | $4,243-58.1% | $2,891-38.5% | $6,691-73.4% |
| Admin fee / account holder | $0 | $7,817-100.0% | $4,696-100.0% | $13,402-100.0% |