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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 | $19,301 | $105,145-81.6% | $94,664-79.6% | $139,466-86.2% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 23.43% | 38.09%-14.7pp | 156.84%-133.4pp | 373.66%-350.2pp |
| Employer contribution / active EE | $1,346 | $4,107-67.2% | $3,673-63.4% | $4,754-71.7% |
| Participant deferral / active EE | $4,197 | $7,599-44.8% | $7,417-43.4% | $6,712-37.5% |
| Admin fee / account holder | $27 | $8,972-99.7% | $7,222-99.6% | $11,409-99.8% |