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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 | $51,234 | $99,031-48.3% | $86,597-40.8% | $147,585-65.3% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 28.20% | 1312.56%-1284.4pp | 964.96%-936.8pp | 578.57%-550.4pp |
| Employer contribution / active EE | $4,846 | $3,132+54.7% | $2,840+70.7% | $4,876-0.6% |
| Participant deferral / active EE | $12,000 | $3,972+202.1% | $3,609+232.5% | $5,439+120.6% |
| Admin fee / account holder | $0 | $5,711-100.0% | $4,906-100.0% | $10,885-100.0% |