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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 | $17,618 | $105,145-83.2% | $94,664-81.4% | $139,466-87.4% |
| Participation rate | 69.2% | 82.4%-13.1pp | 80.8%-11.6pp | 80.3%-11.1pp |
| Annual return | 27.00% | 38.09%-11.1pp | 156.84%-129.8pp | 373.66%-346.7pp |
| Employer contribution / active EE | $1,405 | $4,107-65.8% | $3,673-61.8% | $4,754-70.5% |
| Participant deferral / active EE | $3,654 | $7,599-51.9% | $7,417-50.7% | $6,712-45.6% |
| Admin fee / account holder | $20 | $8,972-99.8% | $7,222-99.7% | $11,409-99.8% |