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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 | $58,434 | $106,003-44.9% | $92,236-36.6% | $147,585-60.4% |
| Participation rate | 57.1% | 80.4%-23.3pp | 76.5%-19.3pp | 82.8%-25.7pp |
| Annual return | 14.86% | 50.05%-35.2pp | 176.29%-161.4pp | 578.57%-563.7pp |
| Employer contribution / active EE | $1,495 | $4,333-65.5% | $3,679-59.4% | $4,876-69.3% |
| Participant deferral / active EE | $2,731 | $4,478-39.0% | $3,897-29.9% | $5,439-49.8% |
| Admin fee / account holder | $53 | $6,333-99.2% | $5,194-99.0% | $10,885-99.5% |