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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 | $26,170 | $129,737-79.8% | $119,126-78.0% | $154,746-83.1% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 26.95% | 379.08%-352.1pp | 282.11%-255.2pp | 172.34%-145.4pp |
| Employer contribution / active EE | $1,552 | $4,375-64.5% | $4,034-61.5% | $4,379-64.6% |
| Participant deferral / active EE | $4,154 | $5,842-28.9% | $5,318-21.9% | $6,730-38.3% |
| Admin fee / account holder | $42 | $11,961-99.7% | $10,693-99.6% | $14,365-99.7% |