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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 | $9,633 | $90,607-89.4% | $79,467-87.9% | $135,380-92.9% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | 91.28% | 977.74%-886.5pp | 718.30%-627.0pp | 519.81%-428.5pp |
| Employer contribution / active EE | $1,828 | $3,068-40.4% | $2,800-34.7% | $4,779-61.7% |
| Participant deferral / active EE | $4,806 | $4,050+18.7% | $3,704+29.8% | $5,609-14.3% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |