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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 | $64,674 | $76,368-15.3% | $67,681-4.4% | $154,746-58.2% |
| Participation rate | 66.7% | 79.0%-12.3pp | 73.7%-7.1pp | 80.7%-14.0pp |
| Annual return | 22.05% | 1066.77%-1044.7pp | 590.58%-568.5pp | 172.34%-150.3pp |
| Employer contribution / active EE | $1,955 | $3,151-38.0% | $2,678-27.0% | $4,379-55.3% |
| Participant deferral / active EE | $10,227 | $4,824+112.0% | $3,976+157.2% | $6,730+51.9% |
| Admin fee / account holder | $107 | $8,559-98.7% | $6,100-98.2% | $14,365-99.3% |