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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 | $14,935 | $73,518-79.7% | $63,003-76.3% | $147,585-89.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.8%-24.8pp | 82.8%-32.8pp |
| Annual return | 65.69% | 175.46%-109.8pp | 87.59%-21.9pp | 578.57%-512.9pp |
| Employer contribution / active EE | $2,999 | $3,322-9.7% | $2,760+8.7% | $4,876-38.5% |
| Participant deferral / active EE | $2,306 | $4,183-44.9% | $3,329-30.7% | $5,439-57.6% |
| Admin fee / account holder | $223 | $5,952-96.2% | $3,600-93.8% | $10,885-97.9% |