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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 | $36,460 | $96,361-62.2% | $80,607-54.8% | $139,456-73.9% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 27.09% | 1350.95%-1323.9pp | 936.11%-909.0pp | 373.45%-346.4pp |
| Employer contribution / active EE | $2,280 | $3,262-30.1% | $2,724-16.3% | $4,753-52.0% |
| Participant deferral / active EE | $6,319 | $5,232+20.8% | $4,448+42.1% | $6,711-5.9% |
| Admin fee / account holder | $0 | $6,601-100.0% | $5,379-100.0% | $11,407-100.0% |