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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 | $10,648 | $114,093-90.7% | $96,171-88.9% | $167,536-93.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 68.4%-1.8pp | 82.1%-15.4pp |
| Annual return | 13.68% | 190.00%-176.3pp | 192.04%-178.4pp | 478.82%-465.1pp |
| Employer contribution / active EE | $2,471 | $3,429-27.9% | $2,799-11.7% | $4,839-48.9% |
| Participant deferral / active EE | $1,801 | $5,197-65.3% | $4,350-58.6% | $6,342-71.6% |
| Admin fee / account holder | $34 | $6,899-99.5% | $5,538-99.4% | $12,315-99.7% |