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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 | $24,927 | $150,447-83.4% | $136,298-81.7% | $147,586-83.1% |
| Participation rate | 58.8% | 84.4%-25.6pp | 81.9%-23.1pp | 82.8%-24.0pp |
| Annual return | 28.41% | 1049.15%-1020.7pp | 5156.27%-5127.9pp | 578.59%-550.2pp |
| Employer contribution / active EE | $2,140 | $5,256-59.3% | $4,696-54.4% | $4,876-56.1% |
| Participant deferral / active EE | $4,407 | $6,631-33.5% | $6,247-29.5% | $5,439-19.0% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |