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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 | $57,495 | $106,003-45.8% | $92,236-37.7% | $147,585-61.0% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 21.71% | 50.05%-28.3pp | 176.29%-154.6pp | 578.57%-556.9pp |
| Employer contribution / active EE | $752 | $4,333-82.6% | $3,679-79.6% | $4,876-84.6% |
| Participant deferral / active EE | $1,858 | $4,478-58.5% | $3,897-52.3% | $5,439-65.8% |
| Admin fee / account holder | $12 | $6,333-99.8% | $5,194-99.8% | $10,885-99.9% |