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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 | $32,455 | $107,363-69.8% | $92,909-65.1% | $152,897-78.8% |
| Participation rate | 63.6% | 79.8%-16.2pp | 76.0%-12.4pp | 82.5%-18.8pp |
| Annual return | 28.77% | 145.63%-116.9pp | 109.44%-80.7pp | 345.43%-316.7pp |
| Employer contribution / active EE | $2,887 | $4,222-31.6% | $3,653-21.0% | $4,764-39.4% |
| Participant deferral / active EE | $5,948 | $4,848+22.7% | $4,238+40.3% | $5,851+1.6% |
| Admin fee / account holder | $158 | $7,082-97.8% | $5,795-97.3% | $11,599-98.6% |