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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 | $17,415 | $118,877-85.4% | $96,570-82.0% | $167,536-89.6% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.2pp | 82.1%-15.4pp |
| Annual return | 21.68% | 50.50%-28.8pp | 37.79%-16.1pp | 478.82%-457.1pp |
| Employer contribution / active EE | $2,818 | $3,121-9.7% | $2,357+19.6% | $4,839-41.8% |
| Participant deferral / active EE | $6,838 | $4,617+48.1% | $3,849+77.6% | $6,342+7.8% |
| Admin fee / account holder | $132 | $8,069-98.4% | $6,182-97.9% | $12,315-98.9% |