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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 | $35,410 | $99,017-64.2% | $86,587-59.1% | $147,585-76.0% |
| Participation rate | 44.4% | 76.3%-31.9pp | 73.5%-29.1pp | 82.8%-38.4pp |
| Annual return | 25.62% | 1312.37%-1286.7pp | 964.86%-939.2pp | 578.56%-552.9pp |
| Employer contribution / active EE | $1,384 | $3,132-55.8% | $2,839-51.3% | $4,876-71.6% |
| Participant deferral / active EE | $5,757 | $3,972+44.9% | $3,609+59.5% | $5,439+5.9% |
| Admin fee / account holder | $146 | $5,710-97.5% | $4,906-97.0% | $10,885-98.7% |