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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 | $46,235 | $88,702-47.9% | $81,780-43.5% | $145,978-68.3% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 16.02% | 1029.12%-1013.1pp | 776.27%-760.2pp | 550.52%-534.5pp |
| Employer contribution / active EE | $1,368 | $3,084-55.6% | $2,914-53.0% | $4,662-70.6% |
| Participant deferral / active EE | $3,828 | $4,645-17.6% | $4,321-11.4% | $6,690-42.8% |
| Admin fee / account holder | $235 | $8,414-97.2% | $7,384-96.8% | $13,400-98.3% |