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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 | $43,071 | $156,963-72.6% | $121,204-64.5% | $139,466-69.1% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.5%-2.9pp | 80.3%-13.7pp |
| Annual return | 29.27% | 1476.75%-1447.5pp | 987.18%-957.9pp | 373.66%-344.4pp |
| Employer contribution / active EE | $2,680 | $5,544-51.7% | $4,170-35.7% | $4,754-43.6% |
| Participant deferral / active EE | $12,000 | $4,848+147.5% | $4,083+193.9% | $6,712+78.8% |
| Admin fee / account holder | $70 | $6,953-99.0% | $5,651-98.8% | $11,409-99.4% |