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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 | $63,064 | $107,944-41.6% | $91,994-31.4% | $152,885-58.8% |
| Participation rate | 68.8% | 81.2%-12.4pp | 78.6%-9.9pp | 82.5%-13.7pp |
| Annual return | 20.20% | 89.26%-69.1pp | 69.03%-48.8pp | 345.39%-325.2pp |
| Employer contribution / active EE | $1,910 | $4,210-54.6% | $3,452-44.7% | $4,763-59.9% |
| Participant deferral / active EE | $2,628 | $6,365-58.7% | $5,923-55.6% | $5,851-55.1% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,743-100.0% | $11,598-100.0% |