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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 | $47,038 | $150,447-68.7% | $136,298-65.5% | $147,586-68.1% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 15.62% | 1049.15%-1033.5pp | 5156.27%-5140.6pp | 578.59%-563.0pp |
| Employer contribution / active EE | $3,291 | $5,256-37.4% | $4,696-29.9% | $4,876-32.5% |
| Participant deferral / active EE | $6,240 | $6,631-5.9% | $6,247-0.1% | $5,439+14.7% |
| Admin fee / account holder | $153 | $10,906-98.6% | $9,244-98.3% | $10,886-98.6% |