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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 | $6,682 | $96,678-93.1% | $86,640-92.3% | $139,466-95.2% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 23.67% | 106.69%-83.0pp | 592.52%-568.9pp | 373.66%-350.0pp |
| Employer contribution / active EE | $1,317 | $3,265-59.7% | $3,024-56.5% | $4,754-72.3% |
| Participant deferral / active EE | $1,186 | $4,837-75.5% | $4,438-73.3% | $6,712-82.3% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |