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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 | $45,355 | $150,412-69.8% | $120,574-62.4% | $145,884-68.9% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.3pp | 80.3%-13.6pp |
| Annual return | 11.48% | 154.50%-143.0pp | 107.42%-95.9pp | 551.85%-540.4pp |
| Employer contribution / active EE | $2,206 | $4,355-49.3% | $3,471-36.4% | $4,662-52.7% |
| Participant deferral / active EE | $6,748 | $6,175+9.3% | $4,996+35.1% | $6,690+0.9% |
| Admin fee / account holder | $232 | $12,224-98.1% | $9,445-97.5% | $13,392-98.3% |