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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 | $8,075 | $95,664-91.6% | $76,902-89.5% | $139,487-94.2% |
| Participation rate | 61.5% | 74.0%-12.5pp | 69.6%-8.1pp | 80.3%-18.8pp |
| Annual return | 98.18% | 55.03%+43.2pp | 37.91%+60.3pp | 373.84%-275.7pp |
| Employer contribution / active EE | $1,926 | $3,147-38.8% | $2,534-24.0% | $4,755-59.5% |
| Participant deferral / active EE | $2,037 | $4,626-56.0% | $3,833-46.9% | $6,713-69.6% |
| Admin fee / account holder | $20 | $8,311-99.8% | $5,479-99.6% | $11,407-99.8% |