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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 | $22,808 | $106,005-78.5% | $92,239-75.3% | $147,585-84.5% |
| Participation rate | 40.0% | 80.4%-40.4pp | 76.5%-36.5pp | 82.8%-42.8pp |
| Annual return | 34.67% | 50.05%-15.4pp | 176.29%-141.6pp | 578.58%-543.9pp |
| Employer contribution / active EE | $822 | $4,333-81.0% | $3,680-77.7% | $4,876-83.1% |
| Participant deferral / active EE | $3,240 | $4,478-27.7% | $3,897-16.9% | $5,439-40.4% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |