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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 | $22,709 | $109,905-79.3% | $98,506-76.9% | $167,553-86.4% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 19.36% | 1960.20%-1940.8pp | 1494.92%-1475.6pp | 478.89%-459.5pp |
| Employer contribution / active EE | $966 | $3,226-70.1% | $2,961-67.4% | $4,840-80.0% |
| Participant deferral / active EE | $1,609 | $4,674-65.6% | $4,277-62.4% | $6,343-74.6% |
| Admin fee / account holder | $0 | $6,760-100.0% | $5,955-100.0% | $12,316-100.0% |